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 | $139,483 | $87,013+60.3% | $106,213+31.3% | $80,856+72.5% |
| Participation rate | 81.3% | 70.4%+10.9pp | 75.3%+6.1pp | 67.6%+13.7pp |
| Annual return | 14.13% | 17.05%-2.9pp | 116.14%-102.0pp | 35.59%-21.5pp |
| Employer contribution / active EE | $851 | $2,395-64.5% | $3,171-73.2% | $2,755-69.1% |
| Participant deferral / active EE | $6,749 | $3,986+69.3% | $5,016+34.5% | $4,296+57.1% |
| Admin fee / account holder | $19,196 | $8,431+127.7% | $11,033+74.0% | $6,918+177.5% |