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 | $109,811 | $67,606+62.4% | $82,313+33.4% | $70,131+56.6% |
| Participation rate | 96.1% | 72.8%+23.3pp | 76.9%+19.2pp | 69.5%+26.5pp |
| Annual return | 13.64% | 21.57%-7.9pp | 25.88%-12.2pp | 73.14%-59.5pp |
| Employer contribution / active EE | $1,476 | $1,755-15.9% | $2,428-39.2% | $2,342-37.0% |
| Participant deferral / active EE | $3,887 | $2,987+30.1% | $3,706+4.9% | $3,332+16.7% |
| Admin fee / account holder | $10,915 | $4,512+141.9% | $5,608+94.6% | $4,645+135.0% |