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 | $114,063 | $73,933+54.3% | $96,683+18.0% | $75,163+51.8% |
| Participation rate | 76.7% | 66.4%+10.2pp | 74.3%+2.3pp | 67.2%+9.5pp |
| Annual return | 14.84% | 26.70%-11.9pp | 35.69%-20.9pp | 160.62%-145.8pp |
| Employer contribution / active EE | $946 | $2,928-67.7% | $3,737-74.7% | $2,670-64.6% |
| Participant deferral / active EE | $6,331 | $3,659+73.0% | $4,878+29.8% | $4,125+53.5% |
| Admin fee / account holder | $45,930 | $5,216+780.5% | $6,730+582.5% | $5,651+712.8% |