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 | $122,880 | $81,460+50.8% | $103,333+18.9% | $80,856+52.0% |
| Participation rate | 75.9% | 66.8%+9.1pp | 74.5%+1.4pp | 67.6%+8.3pp |
| Annual return | 15.47% | 25.55%-10.1pp | 24.88%-9.4pp | 35.59%-20.1pp |
| Employer contribution / active EE | $1,585 | $3,105-49.0% | $3,868-59.0% | $2,755-42.5% |
| Participant deferral / active EE | $5,865 | $3,869+51.6% | $5,057+16.0% | $4,296+36.5% |
| Admin fee / account holder | $17,407 | $6,566+165.1% | $8,355+108.4% | $6,918+151.6% |