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 | $108,637 | $74,927+45.0% | $101,794+6.7% | $84,808+28.1% |
| Participation rate | 80.3% | 61.4%+18.9pp | 69.2%+11.1pp | 68.3%+12.0pp |
| Annual return | 14.49% | 18.70%-4.2pp | 30.53%-16.0pp | 40.90%-26.4pp |
| Employer contribution / active EE | $1,282 | $1,522-15.8% | $2,289-44.0% | $2,631-51.3% |
| Participant deferral / active EE | $5,568 | $3,099+79.7% | $4,084+36.3% | $4,212+32.2% |
| Admin fee / account holder | $6,783 | $6,514+4.1% | $8,777-22.7% | $7,344-7.6% |