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 | $78,926+48.4% | $136,749-14.3% | $84,808+38.1% |
| Participation rate | 95.8% | 62.2%+33.7pp | 72.1%+23.7pp | 68.3%+27.5pp |
| Annual return | 13.81% | 18.17%-4.4pp | 24.33%-10.5pp | 40.90%-27.1pp |
| Employer contribution / active EE | $2,659 | $2,134+24.6% | $3,400-21.8% | $2,631+1.1% |
| Participant deferral / active EE | $6,926 | $3,168+118.6% | $4,692+47.6% | $4,212+64.4% |
| Admin fee / account holder | $1,884 | $6,369-70.4% | $11,386-83.5% | $7,344-74.3% |