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 | $104,908 | $74,927+40.0% | $101,794+3.1% | $84,808+23.7% |
| Participation rate | 75.0% | 61.4%+13.6pp | 69.2%+5.8pp | 68.3%+6.7pp |
| Annual return | 15.48% | 18.70%-3.2pp | 30.53%-15.0pp | 40.90%-25.4pp |
| Employer contribution / active EE | $733 | $1,522-51.8% | $2,289-68.0% | $2,631-72.1% |
| Participant deferral / active EE | $7,536 | $3,099+143.2% | $4,084+84.5% | $4,212+78.9% |
| Admin fee / account holder | $1,958 | $6,514-69.9% | $8,777-77.7% | $7,344-73.3% |