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 | $116,766 | $74,927+55.8% | $101,794+14.7% | $84,808+37.7% |
| Participation rate | 89.7% | 61.4%+28.3pp | 69.2%+20.5pp | 68.3%+21.3pp |
| Annual return | 14.42% | 18.70%-4.3pp | 30.53%-16.1pp | 40.90%-26.5pp |
| Employer contribution / active EE | $1,542 | $1,522+1.3% | $2,289-32.6% | $2,631-41.4% |
| Participant deferral / active EE | $4,659 | $3,099+50.3% | $4,084+14.1% | $4,212+10.6% |
| Admin fee / account holder | $2,199 | $6,514-66.2% | $8,777-74.9% | $7,344-70.1% |