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 | $118,364 | $60,892+94.4% | $82,389+43.7% | $84,808+39.6% |
| Participation rate | 75.5% | 63.3%+12.2pp | 69.5%+6.0pp | 68.3%+7.2pp |
| Annual return | 14.98% | 37.29%-22.3pp | 28.67%-13.7pp | 40.90%-25.9pp |
| Employer contribution / active EE | $1,801 | $1,779+1.2% | $2,517-28.5% | $2,631-31.6% |
| Participant deferral / active EE | $7,000 | $3,179+120.2% | $4,155+68.5% | $4,212+66.2% |
| Admin fee / account holder | $7,103 | $5,467+29.9% | $7,231-1.8% | $7,344-3.3% |