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 | $121,283 | $95,803+26.6% | $113,168+7.2% | $84,808+43.0% |
| Participation rate | 81.1% | 72.9%+8.2pp | 76.6%+4.5pp | 68.3%+12.8pp |
| Annual return | 13.87% | 25.00%-11.1pp | 24.27%-10.4pp | 40.90%-27.0pp |
| Employer contribution / active EE | $2,527 | $2,360+7.1% | $2,975-15.1% | $2,631-4.0% |
| Participant deferral / active EE | $4,926 | $4,242+16.1% | $5,107-3.5% | $4,212+17.0% |
| Admin fee / account holder | $1,981 | $8,989-78.0% | $12,068-83.6% | $7,344-73.0% |