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 | $118,430 | $74,927+58.1% | $101,794+16.3% | $84,808+39.6% |
| Participation rate | 87.9% | 61.4%+26.5pp | 69.2%+18.7pp | 68.3%+19.6pp |
| Annual return | 13.69% | 18.70%-5.0pp | 30.53%-16.8pp | 40.90%-27.2pp |
| Employer contribution / active EE | $1,132 | $1,522-25.6% | $2,289-50.6% | $2,631-57.0% |
| Participant deferral / active EE | $3,317 | $3,099+7.0% | $4,084-18.8% | $4,212-21.2% |
| Admin fee / account holder | $16,920 | $6,514+159.8% | $8,777+92.8% | $7,344+130.4% |