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 | $121,324 | $58,523+107.3% | $99,443+22.0% | $72,985+66.2% |
| Participation rate | 73.0% | 64.6%+8.3pp | 73.8%-0.9pp | 69.5%+3.5pp |
| Annual return | 21.80% | 28.51%-6.7pp | 30.72%-8.9pp | 81.00%-59.2pp |
| Employer contribution / active EE | $571 | $1,512-62.2% | $2,540-77.5% | $2,440-76.6% |
| Participant deferral / active EE | $1,512 | $2,606-42.0% | $3,619-58.2% | $3,607-58.1% |
| Admin fee / account holder | $11,959 | $4,102+191.5% | $6,250+91.3% | $5,124+133.4% |