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 | $105,240 | $74,927+40.5% | $101,794+3.4% | $84,808+24.1% |
| Participation rate | 85.9% | 61.4%+24.5pp | 69.2%+16.8pp | 68.3%+17.6pp |
| Annual return | 13.14% | 18.70%-5.6pp | 30.53%-17.4pp | 40.90%-27.8pp |
| Employer contribution / active EE | $515 | $1,522-66.2% | $2,289-77.5% | $2,631-80.4% |
| Participant deferral / active EE | $3,234 | $3,099+4.4% | $4,084-20.8% | $4,212-23.2% |
| Admin fee / account holder | $3,348 | $6,514-48.6% | $8,777-61.9% | $7,344-54.4% |