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 | $129,707 | $60,022+116.1% | $88,946+45.8% | $84,808+52.9% |
| Participation rate | 91.2% | 57.8%+33.3pp | 68.8%+22.3pp | 68.3%+22.9pp |
| Annual return | 14.38% | 22.43%-8.1pp | 57.82%-43.4pp | 40.90%-26.5pp |
| Employer contribution / active EE | $533 | $1,703-68.7% | $2,555-79.1% | $2,631-79.7% |
| Participant deferral / active EE | $9,876 | $3,114+217.2% | $4,581+115.6% | $4,212+134.5% |
| Admin fee / account holder | $6,403 | $4,811+33.1% | $8,261-22.5% | $7,344-12.8% |