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 | $116,109 | $74,927+55.0% | $101,794+14.1% | $84,808+36.9% |
| Participation rate | 73.3% | 61.4%+11.9pp | 69.2%+4.1pp | 68.3%+5.0pp |
| Annual return | 15.31% | 18.70%-3.4pp | 30.53%-15.2pp | 40.90%-25.6pp |
| Employer contribution / active EE | $942 | $1,522-38.1% | $2,289-58.8% | $2,631-64.2% |
| Participant deferral / active EE | $4,245 | $3,099+37.0% | $4,084+3.9% | $4,212+0.8% |
| Admin fee / account holder | $2,499 | $6,514-61.6% | $8,777-71.5% | $7,344-66.0% |