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 | $128,744 | $74,927+71.8% | $101,794+26.5% | $84,808+51.8% |
| Participation rate | 72.4% | 61.4%+11.0pp | 69.2%+3.2pp | 68.3%+4.1pp |
| Annual return | 18.30% | 18.70%-0.4pp | 30.53%-12.2pp | 40.90%-22.6pp |
| Employer contribution / active EE | $964 | $1,522-36.7% | $2,289-57.9% | $2,631-63.4% |
| Participant deferral / active EE | $4,137 | $3,099+33.5% | $4,084+1.3% | $4,212-1.8% |
| Admin fee / account holder | $3,479 | $6,514-46.6% | $8,777-60.4% | $7,344-52.6% |