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 | $102,125 | $60,892+67.7% | $82,389+24.0% | $84,808+20.4% |
| Participation rate | 76.6% | 63.3%+13.3pp | 69.5%+7.0pp | 68.3%+8.3pp |
| Annual return | 13.60% | 37.29%-23.7pp | 28.67%-15.1pp | 40.90%-27.3pp |
| Employer contribution / active EE | $1,818 | $1,779+2.2% | $2,517-27.8% | $2,631-30.9% |
| Participant deferral / active EE | $5,749 | $3,179+80.9% | $4,155+38.4% | $4,212+36.5% |
| Admin fee / account holder | $15,334 | $5,467+180.5% | $7,231+112.1% | $7,344+108.8% |