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 | $95,803+31.9% | $113,168+11.7% | $84,808+49.0% |
| Participation rate | 96.3% | 72.9%+23.4pp | 76.6%+19.7pp | 68.3%+28.0pp |
| Annual return | 17.32% | 25.00%-7.7pp | 24.27%-6.9pp | 40.90%-23.6pp |
| Employer contribution / active EE | $865 | $2,360-63.3% | $2,975-70.9% | $2,631-67.1% |
| Participant deferral / active EE | $7,113 | $4,242+67.7% | $5,107+39.3% | $4,212+68.9% |
| Admin fee / account holder | $5,293 | $8,989-41.1% | $12,068-56.1% | $7,344-27.9% |