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 | $88,268 | $67,606+30.6% | $82,313+7.2% | $70,131+25.9% |
| Participation rate | 88.5% | 72.8%+15.7pp | 76.9%+11.6pp | 69.5%+18.9pp |
| Annual return | 12.98% | 21.57%-8.6pp | 25.88%-12.9pp | 73.14%-60.2pp |
| Employer contribution / active EE | $647 | $1,755-63.1% | $2,428-73.3% | $2,342-72.4% |
| Participant deferral / active EE | $3,183 | $2,987+6.6% | $3,706-14.1% | $3,332-4.5% |
| Admin fee / account holder | $2,202 | $4,512-51.2% | $5,608-60.7% | $4,645-52.6% |