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 | $127,357 | $74,927+70.0% | $101,794+25.1% | $84,808+50.2% |
| Participation rate | 80.0% | 61.4%+18.6pp | 69.2%+10.8pp | 68.3%+11.7pp |
| Annual return | 12.97% | 18.70%-5.7pp | 30.53%-17.6pp | 40.90%-27.9pp |
| Employer contribution / active EE | $1,115 | $1,522-26.8% | $2,289-51.3% | $2,631-57.6% |
| Participant deferral / active EE | $4,267 | $3,099+37.7% | $4,084+4.5% | $4,212+1.3% |
| Admin fee / account holder | $5,010 | $6,514-23.1% | $8,777-42.9% | $7,344-31.8% |