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 | $137,177 | $60,892+125.3% | $82,389+66.5% | $84,808+61.8% |
| Participation rate | 73.2% | 63.3%+9.9pp | 69.5%+3.6pp | 68.3%+4.9pp |
| Annual return | 14.41% | 37.29%-22.9pp | 28.67%-14.3pp | 40.90%-26.5pp |
| Employer contribution / active EE | $2,169 | $1,779+21.9% | $2,517-13.8% | $2,631-17.6% |
| Participant deferral / active EE | $4,444 | $3,179+39.8% | $4,155+7.0% | $4,212+5.5% |
| Admin fee / account holder | $8,770 | $5,467+60.4% | $7,231+21.3% | $7,344+19.4% |