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 | $114,165 | $74,927+52.4% | $101,794+12.2% | $84,808+34.6% |
| Participation rate | 96.3% | 61.4%+34.9pp | 69.2%+27.1pp | 68.3%+28.0pp |
| Annual return | 15.51% | 18.70%-3.2pp | 30.53%-15.0pp | 40.90%-25.4pp |
| Employer contribution / active EE | $825 | $1,522-45.8% | $2,289-64.0% | $2,631-68.6% |
| Participant deferral / active EE | $5,751 | $3,099+85.6% | $4,084+40.8% | $4,212+36.6% |
| Admin fee / account holder | $2,044 | $6,514-68.6% | $8,777-76.7% | $7,344-72.2% |