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 | $130,724 | $74,927+74.5% | $101,794+28.4% | $84,808+54.1% |
| Participation rate | 76.9% | 61.4%+15.5pp | 69.2%+7.7pp | 68.3%+8.6pp |
| Annual return | 13.27% | 18.70%-5.4pp | 30.53%-17.3pp | 40.90%-27.6pp |
| Employer contribution / active EE | $1,627 | $1,522+6.9% | $2,289-28.9% | $2,631-38.2% |
| Participant deferral / active EE | $5,540 | $3,099+78.8% | $4,084+35.7% | $4,212+31.5% |
| Admin fee / account holder | $4,010 | $6,514-38.4% | $8,777-54.3% | $7,344-45.4% |