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 | $114,058 | $83,477+36.6% | $125,175-8.9% | $72,985+56.3% |
| Participation rate | 82.1% | 73.3%+8.8pp | 79.8%+2.4pp | 69.5%+12.7pp |
| Annual return | 24.06% | 25.78%-1.7pp | 43.79%-19.7pp | 81.00%-56.9pp |
| Employer contribution / active EE | $1,974 | $2,345-15.8% | $3,865-48.9% | $2,440-19.1% |
| Participant deferral / active EE | $7,093 | $3,585+97.8% | $4,937+43.7% | $3,607+96.6% |
| Admin fee / account holder | $7,530 | $5,517+36.5% | $9,702-22.4% | $5,124+47.0% |