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 | $137,710 | $74,927+83.8% | $101,794+35.3% | $84,808+62.4% |
| Participation rate | 77.8% | 61.4%+16.4pp | 69.2%+8.6pp | 68.3%+9.5pp |
| Annual return | 14.68% | 18.70%-4.0pp | 30.53%-15.8pp | 40.90%-26.2pp |
| Employer contribution / active EE | $1,137 | $1,522-25.3% | $2,289-50.3% | $2,631-56.8% |
| Participant deferral / active EE | $2,524 | $3,099-18.6% | $4,084-38.2% | $4,212-40.1% |
| Admin fee / account holder | $2,549 | $6,514-60.9% | $8,777-71.0% | $7,344-65.3% |