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 | $94,716 | $74,927+26.4% | $101,794-7.0% | $84,808+11.7% |
| Participation rate | 74.1% | 61.4%+12.7pp | 69.2%+4.9pp | 68.3%+5.8pp |
| Annual return | 14.22% | 18.70%-4.5pp | 30.53%-16.3pp | 40.90%-26.7pp |
| Employer contribution / active EE | $960 | $1,522-36.9% | $2,289-58.0% | $2,631-63.5% |
| Participant deferral / active EE | $9,133 | $3,099+194.7% | $4,084+123.6% | $4,212+116.9% |
| Admin fee / account holder | $10,424 | $6,514+60.0% | $8,777+18.8% | $7,344+41.9% |