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 | $106,280 | $74,927+41.8% | $101,794+4.4% | $84,808+25.3% |
| Participation rate | 73.0% | 61.4%+11.6pp | 69.2%+3.8pp | 68.3%+4.7pp |
| Annual return | 18.52% | 18.70%-0.2pp | 30.53%-12.0pp | 40.90%-22.4pp |
| Employer contribution / active EE | $730 | $1,522-52.0% | $2,289-68.1% | $2,631-72.3% |
| Participant deferral / active EE | $3,229 | $3,099+4.2% | $4,084-20.9% | $4,212-23.3% |
| Admin fee / account holder | $9,599 | $6,514+47.4% | $8,777+9.4% | $7,344+30.7% |