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 | $82,865 | $39,122+111.8% | $57,179+44.9% | $62,891+31.8% |
| Participation rate | 94.6% | 70.5%+24.1pp | 75.3%+19.3pp | 69.3%+25.3pp |
| Annual return | 6.26% | 9.23%-3.0pp | 14.59%-8.3pp | 20.14%-13.9pp |
| Employer contribution / active EE | $366 | $1,874-80.5% | $2,682-86.4% | $2,281-84.0% |
| Participant deferral / active EE | $3,996 | $2,374+68.4% | $3,096+29.1% | $3,203+24.8% |
| Admin fee / account holder | $1,156 | $2,592-55.4% | $3,139-63.2% | $4,296-73.1% |