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 | $110,028 | $76,552+43.7% | $123,892-11.2% | $62,891+74.9% |
| Participation rate | 84.1% | 73.0%+11.1pp | 81.4%+2.7pp | 69.3%+14.8pp |
| Annual return | 9.20% | 18.68%-9.5pp | 47.52%-38.3pp | 20.14%-10.9pp |
| Employer contribution / active EE | $703 | $2,883-75.6% | $4,617-84.8% | $2,281-69.2% |
| Participant deferral / active EE | $6,292 | $4,840+30.0% | $5,984+5.1% | $3,203+96.4% |
| Admin fee / account holder | $766 | $4,826-84.1% | $8,357-90.8% | $4,296-82.2% |