See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $139,792 | $109,881+27.2% | $150,045-6.8% | $84,808+64.8% |
| Participation rate | 90.3% | 76.1%+14.2pp | 82.3%+8.0pp | 68.3%+22.0pp |
| Annual return | 21.10% | 28.25%-7.1pp | 62.55%-41.4pp | 40.90%-19.8pp |
| Employer contribution / active EE | $1,202 | $3,561-66.2% | $4,693-74.4% | $2,631-54.3% |
| Participant deferral / active EE | $13,153 | $6,636+98.2% | $7,997+64.5% | $4,212+212.3% |
| Admin fee / account holder | $12,957 | $8,568+51.2% | $13,435-3.6% | $7,344+76.4% |