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 | $125,816 | $73,787+70.5% | $98,716+27.5% | $82,448+52.6% |
| Participation rate | 81.1% | 61.4%+19.6pp | 69.3%+11.8pp | 68.1%+13.0pp |
| Annual return | 13.65% | 18.57%-4.9pp | 31.81%-18.2pp | 41.64%-28.0pp |
| Employer contribution / active EE | $2,216 | $1,511+46.6% | $2,279-2.7% | $2,551-13.1% |
| Participant deferral / active EE | $4,736 | $3,081+53.7% | $4,048+17.0% | $4,139+14.4% |
| Admin fee / account holder | $6,428 | $6,500-1.1% | $8,703-26.1% | $7,234-11.1% |