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 5-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 | $122,921 | $74,927+64.1% | $101,794+20.8% | $84,808+44.9% |
| Participation rate | 86.5% | 61.4%+25.1pp | 69.2%+17.3pp | 68.3%+18.2pp |
| Annual return | 19.37% | 18.70%+0.7pp | 30.53%-11.2pp | 40.90%-21.5pp |
| Employer contribution / active EE | $1,341 | $1,522-11.9% | $2,289-41.4% | $2,631-49.0% |
| Participant deferral / active EE | $4,388 | $3,099+41.6% | $4,084+7.4% | $4,212+4.2% |
| Admin fee / account holder | $15,120 | $6,514+132.1% | $8,777+72.3% | $7,344+105.9% |