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 | $129,274 | $94,625+36.6% | $116,228+11.2% | $84,808+52.4% |
| Participation rate | 83.7% | 70.4%+13.2pp | 74.6%+9.1pp | 68.3%+15.4pp |
| Annual return | 14.00% | 20.40%-6.4pp | 90.06%-76.1pp | 40.90%-26.9pp |
| Employer contribution / active EE | $1,347 | $2,347-42.6% | $2,994-55.0% | $2,631-48.8% |
| Participant deferral / active EE | $2,968 | $3,972-25.3% | $4,953-40.1% | $4,212-29.5% |
| Admin fee / account holder | $8,693 | $10,091-13.9% | $11,989-27.5% | $7,344+18.4% |