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 | $64,781 | $56,897+13.9% | $84,750-23.6% | $62,891+3.0% |
| Participation rate | 91.5% | 68.5%+23.0pp | 76.6%+14.9pp | 69.3%+22.2pp |
| Annual return | 6.08% | 6.30%-0.2pp | 22.78%-16.7pp | 20.14%-14.1pp |
| Employer contribution / active EE | $742 | $2,400-69.1% | $3,574-79.2% | $2,281-67.5% |
| Participant deferral / active EE | $7,445 | $2,709+174.8% | $3,712+100.6% | $3,203+132.4% |
| Admin fee / account holder | $11,796 | $3,581+229.4% | $5,332+121.2% | $4,296+174.6% |