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 | $126,038 | $74,927+68.2% | $101,794+23.8% | $84,808+48.6% |
| Participation rate | 94.9% | 61.4%+33.5pp | 69.2%+25.8pp | 68.3%+26.6pp |
| Annual return | 12.62% | 18.70%-6.1pp | 30.53%-17.9pp | 40.90%-28.3pp |
| Employer contribution / active EE | $911 | $1,522-40.1% | $2,289-60.2% | $2,631-65.4% |
| Participant deferral / active EE | $1,870 | $3,099-39.7% | $4,084-54.2% | $4,212-55.6% |
| Admin fee / account holder | $11,477 | $6,514+76.2% | $8,777+30.8% | $7,344+56.3% |