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 | $143,243 | $74,927+91.2% | $101,794+40.7% | $84,808+68.9% |
| Participation rate | 84.8% | 61.4%+23.4pp | 69.2%+15.7pp | 68.3%+16.5pp |
| Annual return | 16.10% | 18.70%-2.6pp | 30.53%-14.4pp | 40.90%-24.8pp |
| Employer contribution / active EE | $1,569 | $1,522+3.1% | $2,289-31.4% | $2,631-40.3% |
| Participant deferral / active EE | $4,266 | $3,099+37.7% | $4,084+4.5% | $4,212+1.3% |
| Admin fee / account holder | $2,308 | $6,514-64.6% | $8,777-73.7% | $7,344-68.6% |