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 | $113,508 | $74,927+51.5% | $101,794+11.5% | $84,808+33.8% |
| Participation rate | 81.5% | 61.4%+20.1pp | 69.2%+12.4pp | 68.3%+13.2pp |
| Annual return | 16.35% | 18.70%-2.4pp | 30.53%-14.2pp | 40.90%-24.5pp |
| Employer contribution / active EE | $733 | $1,522-51.8% | $2,289-68.0% | $2,631-72.1% |
| Participant deferral / active EE | $1,711 | $3,099-44.8% | $4,084-58.1% | $4,212-59.4% |
| Admin fee / account holder | $17,401 | $6,514+167.1% | $8,777+98.3% | $7,344+137.0% |