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 | $57,590+125.2% | $86,233+50.4% | $82,448+57.3% |
| Participation rate | 91.2% | 57.9%+33.3pp | 69.0%+22.2pp | 68.1%+23.1pp |
| Annual return | 14.38% | 22.41%-8.0pp | 61.39%-47.0pp | 41.64%-27.3pp |
| Employer contribution / active EE | $533 | $1,655-67.8% | $2,504-78.7% | $2,551-79.1% |
| Participant deferral / active EE | $9,876 | $3,080+220.7% | $4,559+116.6% | $4,139+138.6% |
| Admin fee / account holder | $6,403 | $4,730+35.4% | $8,342-23.2% | $7,234-11.5% |