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 | $129,431 | $95,803+35.1% | $113,168+14.4% | $84,808+52.6% |
| Participation rate | 81.8% | 72.9%+9.0pp | 76.6%+5.3pp | 68.3%+13.5pp |
| Annual return | 16.47% | 25.00%-8.5pp | 24.27%-7.8pp | 40.90%-24.4pp |
| Employer contribution / active EE | $1,466 | $2,360-37.9% | $2,975-50.7% | $2,631-44.3% |
| Participant deferral / active EE | $5,145 | $4,242+21.3% | $5,107+0.8% | $4,212+22.2% |
| Admin fee / account holder | $2,323 | $8,989-74.2% | $12,068-80.7% | $7,344-68.4% |