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 | $116,509 | $51,315+127.0% | $95,745+21.7% | $71,457+63.0% |
| Participation rate | 73.3% | 63.0%+10.3pp | 72.3%+1.1pp | 67.9%+5.4pp |
| Annual return | 20.44% | 25.26%-4.8pp | 28.35%-7.9pp | 28.85%-8.4pp |
| Employer contribution / active EE | $700 | $1,819-61.5% | $2,835-75.3% | $2,588-72.9% |
| Participant deferral / active EE | $3,133 | $3,358-6.7% | $4,245-26.2% | $4,289-26.9% |
| Admin fee / account holder | $3,508 | $1,137+208.5% | $5,678-38.2% | $1,587+121.0% |