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 | $109,177 | $78,926+38.3% | $136,749-20.2% | $84,808+28.7% |
| Participation rate | 86.5% | 62.2%+24.3pp | 72.1%+14.4pp | 68.3%+18.2pp |
| Annual return | 17.32% | 18.17%-0.9pp | 24.33%-7.0pp | 40.90%-23.6pp |
| Employer contribution / active EE | $2,072 | $2,134-2.9% | $3,400-39.1% | $2,631-21.3% |
| Participant deferral / active EE | $6,120 | $3,168+93.2% | $4,692+30.4% | $4,212+45.3% |
| Admin fee / account holder | $4,977 | $6,369-21.9% | $11,386-56.3% | $7,344-32.2% |