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 | $126,013 | $95,803+31.5% | $113,168+11.4% | $84,808+48.6% |
| Participation rate | 94.1% | 72.9%+21.3pp | 76.6%+17.6pp | 68.3%+25.8pp |
| Annual return | 12.79% | 25.00%-12.2pp | 24.27%-11.5pp | 40.90%-28.1pp |
| Employer contribution / active EE | $1,039 | $2,360-56.0% | $2,975-65.1% | $2,631-60.5% |
| Participant deferral / active EE | $4,467 | $4,242+5.3% | $5,107-12.5% | $4,212+6.1% |
| Admin fee / account holder | $14,183 | $8,989+57.8% | $12,068+17.5% | $7,344+93.1% |