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 | $126,391 | $95,453+32.4% | $112,040+12.8% | $82,448+53.3% |
| Participation rate | 96.3% | 72.8%+23.5pp | 76.5%+19.8pp | 68.1%+28.2pp |
| Annual return | 17.32% | 23.92%-6.6pp | 24.52%-7.2pp | 41.64%-24.3pp |
| Employer contribution / active EE | $865 | $2,318-62.7% | $2,954-70.7% | $2,551-66.1% |
| Participant deferral / active EE | $7,113 | $4,224+68.4% | $5,098+39.5% | $4,139+71.8% |
| Admin fee / account holder | $5,293 | $9,013-41.3% | $12,098-56.3% | $7,234-26.8% |