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 | $104,883 | $74,927+40.0% | $101,794+3.0% | $84,808+23.7% |
| Participation rate | 89.8% | 61.4%+28.4pp | 69.2%+20.6pp | 68.3%+21.5pp |
| Annual return | 18.18% | 18.70%-0.5pp | 30.53%-12.3pp | 40.90%-22.7pp |
| Employer contribution / active EE | $1,770 | $1,522+16.3% | $2,289-22.7% | $2,631-32.7% |
| Participant deferral / active EE | $6,462 | $3,099+108.5% | $4,084+58.2% | $4,212+53.4% |
| Admin fee / account holder | $2,298 | $6,514-64.7% | $8,777-73.8% | $7,344-68.7% |