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 3-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 | $113,710 | $81,460+39.6% | $103,333+10.0% | $80,856+40.6% |
| Participation rate | 78.9% | 66.8%+12.1pp | 74.5%+4.4pp | 67.6%+11.3pp |
| Annual return | 13.54% | 25.55%-12.0pp | 24.88%-11.3pp | 35.59%-22.1pp |
| Employer contribution / active EE | $1,699 | $3,105-45.3% | $3,868-56.1% | $2,755-38.3% |
| Participant deferral / active EE | $7,376 | $3,869+90.7% | $5,057+45.8% | $4,296+71.7% |
| Admin fee / account holder | $10,763 | $6,566+63.9% | $8,355+28.8% | $6,918+55.6% |