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 | $130,085 | $74,927+73.6% | $101,794+27.8% | $84,808+53.4% |
| Participation rate | 73.8% | 61.4%+12.4pp | 69.2%+4.7pp | 68.3%+5.5pp |
| Annual return | 15.31% | 18.70%-3.4pp | 30.53%-15.2pp | 40.90%-25.6pp |
| Employer contribution / active EE | $1,114 | $1,522-26.8% | $2,289-51.3% | $2,631-57.7% |
| Participant deferral / active EE | $4,306 | $3,099+39.0% | $4,084+5.4% | $4,212+2.2% |
| Admin fee / account holder | $6,503 | $6,514-0.2% | $8,777-25.9% | $7,344-11.4% |