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 | $74,927+67.9% | $101,794+23.6% | $84,808+48.4% |
| Participation rate | 81.1% | 61.4%+19.7pp | 69.2%+11.9pp | 68.3%+12.7pp |
| Annual return | 13.65% | 18.70%-5.0pp | 30.53%-16.9pp | 40.90%-27.2pp |
| Employer contribution / active EE | $2,216 | $1,522+45.6% | $2,289-3.2% | $2,631-15.8% |
| Participant deferral / active EE | $4,736 | $3,099+52.8% | $4,084+16.0% | $4,212+12.5% |
| Admin fee / account holder | $6,428 | $6,514-1.3% | $8,777-26.8% | $7,344-12.5% |