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 | $98,054 | $56,897+72.3% | $84,750+15.7% | $62,891+55.9% |
| Participation rate | 96.6% | 68.5%+28.0pp | 76.6%+20.0pp | 69.3%+27.2pp |
| Annual return | 5.42% | 6.30%-0.9pp | 22.78%-17.4pp | 20.14%-14.7pp |
| Employer contribution / active EE | $586 | $2,400-75.6% | $3,574-83.6% | $2,281-74.3% |
| Participant deferral / active EE | $4,451 | $2,709+64.3% | $3,712+19.9% | $3,203+39.0% |
| Admin fee / account holder | $13,664 | $3,581+281.6% | $5,332+156.2% | $4,296+218.1% |