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 | $105,022 | $74,927+40.2% | $101,794+3.2% | $84,808+23.8% |
| Participation rate | 90.5% | 61.4%+29.1pp | 69.2%+21.3pp | 68.3%+22.2pp |
| Annual return | 15.50% | 18.70%-3.2pp | 30.53%-15.0pp | 40.90%-25.4pp |
| Employer contribution / active EE | $765 | $1,522-49.7% | $2,289-66.6% | $2,631-70.9% |
| Participant deferral / active EE | $6,363 | $3,099+105.3% | $4,084+55.8% | $4,212+51.1% |
| Admin fee / account holder | $10,259 | $6,514+57.5% | $8,777+16.9% | $7,344+39.7% |