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 | $123,770 | $58,627+111.1% | $76,735+61.3% | $82,448+50.1% |
| Participation rate | 96.1% | 63.2%+32.9pp | 69.5%+26.6pp | 68.1%+28.0pp |
| Annual return | 14.13% | 39.10%-25.0pp | 29.77%-15.6pp | 41.64%-27.5pp |
| Employer contribution / active EE | $893 | $1,729-48.4% | $2,454-63.6% | $2,551-65.0% |
| Participant deferral / active EE | $4,685 | $3,134+49.5% | $4,088+14.6% | $4,139+13.2% |
| Admin fee / account holder | $13,053 | $5,323+145.2% | $7,189+81.6% | $7,234+80.4% |