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 | $136,408 | $74,927+82.1% | $101,794+34.0% | $84,808+60.8% |
| Participation rate | 94.2% | 61.4%+32.8pp | 69.2%+25.0pp | 68.3%+25.9pp |
| Annual return | 12.62% | 18.70%-6.1pp | 30.53%-17.9pp | 40.90%-28.3pp |
| Employer contribution / active EE | $1,686 | $1,522+10.8% | $2,289-26.4% | $2,631-35.9% |
| Participant deferral / active EE | $6,905 | $3,099+122.8% | $4,084+69.1% | $4,212+63.9% |
| Admin fee / account holder | $11,442 | $6,514+75.6% | $8,777+30.4% | $7,344+55.8% |