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 | $105,795 | $74,927+41.2% | $101,794+3.9% | $84,808+24.7% |
| Participation rate | 76.9% | 61.4%+15.5pp | 69.2%+7.7pp | 68.3%+8.6pp |
| Annual return | 14.10% | 18.70%-4.6pp | 30.53%-16.4pp | 40.90%-26.8pp |
| Employer contribution / active EE | $1,814 | $1,522+19.2% | $2,289-20.7% | $2,631-31.0% |
| Participant deferral / active EE | $2,573 | $3,099-17.0% | $4,084-37.0% | $4,212-38.9% |
| Admin fee / account holder | $2,142 | $6,514-67.1% | $8,777-75.6% | $7,344-70.8% |