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 | $107,176 | $74,927+43.0% | $101,794+5.3% | $84,808+26.4% |
| Participation rate | 87.8% | 61.4%+26.4pp | 69.2%+18.6pp | 68.3%+19.4pp |
| Annual return | 14.31% | 18.70%-4.4pp | 30.53%-16.2pp | 40.90%-26.6pp |
| Employer contribution / active EE | $1,137 | $1,522-25.3% | $2,289-50.3% | $2,631-56.8% |
| Participant deferral / active EE | $3,557 | $3,099+14.8% | $4,084-12.9% | $4,212-15.5% |
| Admin fee / account holder | $3,490 | $6,514-46.4% | $8,777-60.2% | $7,344-52.5% |