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 | $120,877 | $74,927+61.3% | $101,794+18.7% | $84,808+42.5% |
| Participation rate | 77.2% | 61.4%+15.8pp | 69.2%+8.0pp | 68.3%+8.9pp |
| Annual return | 19.12% | 18.70%+0.4pp | 30.53%-11.4pp | 40.90%-21.8pp |
| Employer contribution / active EE | $764 | $1,522-49.8% | $2,289-66.6% | $2,631-71.0% |
| Participant deferral / active EE | $4,412 | $3,099+42.4% | $4,084+8.0% | $4,212+4.8% |
| Admin fee / account holder | $2,546 | $6,514-60.9% | $8,777-71.0% | $7,344-65.3% |