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 | $126,927 | $93,571+35.6% | $135,903-6.6% | $75,163+68.9% |
| Participation rate | 85.7% | 75.2%+10.5pp | 81.9%+3.8pp | 67.2%+18.5pp |
| Annual return | 18.17% | 30.90%-12.7pp | 68.23%-50.1pp | 160.62%-142.5pp |
| Employer contribution / active EE | $982 | $3,537-72.2% | $4,856-79.8% | $2,670-63.2% |
| Participant deferral / active EE | $6,346 | $6,404-0.9% | $7,758-18.2% | $4,125+53.8% |
| Admin fee / account holder | $7,600 | $6,975+9.0% | $10,762-29.4% | $5,651+34.5% |