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 | $108,838 | $74,927+45.3% | $101,794+6.9% | $84,808+28.3% |
| Participation rate | 95.8% | 61.4%+34.4pp | 69.2%+26.6pp | 68.3%+27.5pp |
| Annual return | 13.27% | 18.70%-5.4pp | 30.53%-17.3pp | 40.90%-27.6pp |
| Employer contribution / active EE | $2,089 | $1,522+37.3% | $2,289-8.7% | $2,631-20.6% |
| Participant deferral / active EE | $3,146 | $3,099+1.5% | $4,084-23.0% | $4,212-25.3% |
| Admin fee / account holder | $10,959 | $6,514+68.2% | $8,777+24.9% | $7,344+49.2% |