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 | $155,002 | $74,927+106.9% | $101,794+52.3% | $84,808+82.8% |
| Participation rate | 82.0% | 61.4%+20.6pp | 69.2%+12.8pp | 68.3%+13.7pp |
| Annual return | 13.56% | 18.70%-5.1pp | 30.53%-17.0pp | 40.90%-27.3pp |
| Employer contribution / active EE | $1,084 | $1,522-28.8% | $2,289-52.6% | $2,631-58.8% |
| Participant deferral / active EE | $6,101 | $3,099+96.9% | $4,084+49.4% | $4,212+44.9% |
| Admin fee / account holder | $2,072 | $6,514-68.2% | $8,777-76.4% | $7,344-71.8% |