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 | $137,733 | $95,803+43.8% | $113,168+21.7% | $84,808+62.4% |
| Participation rate | 72.0% | 72.9%-0.9pp | 76.6%-4.6pp | 68.3%+3.6pp |
| Annual return | 13.24% | 25.00%-11.8pp | 24.27%-11.0pp | 40.90%-27.7pp |
| Employer contribution / active EE | $1,836 | $2,360-22.2% | $2,975-38.3% | $2,631-30.2% |
| Participant deferral / active EE | $5,322 | $4,242+25.5% | $5,107+4.2% | $4,212+26.4% |
| Admin fee / account holder | $22,128 | $8,989+146.2% | $12,068+83.4% | $7,344+201.3% |