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 | $115,146 | $74,927+53.7% | $101,794+13.1% | $84,808+35.8% |
| Participation rate | 84.6% | 61.4%+23.2pp | 69.2%+15.4pp | 68.3%+16.3pp |
| Annual return | 12.70% | 18.70%-6.0pp | 30.53%-17.8pp | 40.90%-28.2pp |
| Employer contribution / active EE | $5,603 | $1,522+268.2% | $2,289+144.8% | $2,631+113.0% |
| Participant deferral / active EE | $2,783 | $3,099-10.2% | $4,084-31.9% | $4,212-33.9% |
| Admin fee / account holder | $8,873 | $6,514+36.2% | $8,777+1.1% | $7,344+20.8% |