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 | $117,149 | $77,896+50.4% | $134,172-12.7% | $82,448+42.1% |
| Participation rate | 95.8% | 62.8%+33.0pp | 72.5%+23.4pp | 68.1%+27.8pp |
| Annual return | 13.81% | 18.21%-4.4pp | 25.30%-11.5pp | 41.64%-27.8pp |
| Employer contribution / active EE | $2,659 | $2,159+23.1% | $3,420-22.3% | $2,551+4.2% |
| Participant deferral / active EE | $6,926 | $3,162+119.0% | $4,690+47.7% | $4,139+67.3% |
| Admin fee / account holder | $1,884 | $6,336-70.3% | $12,016-84.3% | $7,234-74.0% |