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 | $117,102 | $66,098+77.2% | $101,794+15.0% | $74,304+57.6% |
| Participation rate | 77.9% | 53.8%+24.1pp | 69.2%+8.7pp | 60.3%+17.5pp |
| Annual return | 13.11% | 19.59%-6.5pp | 30.53%-17.4pp | 29.43%-16.3pp |
| Employer contribution / active EE | $1,390 | $1,082+28.5% | $2,289-39.3% | $2,241-38.0% |
| Participant deferral / active EE | $3,695 | $2,781+32.9% | $4,084-9.5% | $3,767-1.9% |
| Admin fee / account holder | $19,127 | $4,146+361.3% | $8,777+117.9% | $2,969+544.3% |