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 | $128,126 | $87,733+46.0% | $106,548+20.3% | $85,850+49.2% |
| Participation rate | 92.6% | 71.9%+20.7pp | 76.1%+16.5pp | 69.3%+23.3pp |
| Annual return | 12.39% | 21.86%-9.5pp | 26.80%-14.4pp | 318.53%-306.1pp |
| Employer contribution / active EE | $2,312 | $2,073+11.5% | $2,819-18.0% | $2,565-9.9% |
| Participant deferral / active EE | $6,195 | $3,469+78.6% | $4,398+40.9% | $3,952+56.8% |
| Admin fee / account holder | $1,414 | $6,767-79.1% | $7,407-80.9% | $6,260-77.4% |