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 | $117,860 | $77,503+52.1% | $100,391+17.4% | $80,856+45.8% |
| Participation rate | 76.0% | 76.9%-0.9pp | 81.5%-5.5pp | 67.6%+8.4pp |
| Annual return | 14.03% | 37.20%-23.2pp | 49.20%-35.2pp | 35.59%-21.6pp |
| Employer contribution / active EE | $1,476 | $2,801-47.3% | $3,942-62.6% | $2,755-46.4% |
| Participant deferral / active EE | $3,185 | $6,820-53.3% | $8,082-60.6% | $4,296-25.9% |
| Admin fee / account holder | $20,954 | $5,897+255.3% | $7,899+165.3% | $6,918+202.9% |