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 | $131,398 | $74,927+75.4% | $101,794+29.1% | $84,808+54.9% |
| Participation rate | 77.6% | 61.4%+16.2pp | 69.2%+8.4pp | 68.3%+9.3pp |
| Annual return | 16.37% | 18.70%-2.3pp | 30.53%-14.2pp | 40.90%-24.5pp |
| Employer contribution / active EE | $2,199 | $1,522+44.5% | $2,289-3.9% | $2,631-16.4% |
| Participant deferral / active EE | $3,136 | $3,099+1.2% | $4,084-23.2% | $4,212-25.5% |
| Admin fee / account holder | $4,706 | $6,514-27.8% | $8,777-46.4% | $7,344-35.9% |