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 | $117,395 | $81,460+44.1% | $103,333+13.6% | $80,856+45.2% |
| Participation rate | 92.9% | 66.8%+26.0pp | 74.5%+18.3pp | 67.6%+25.2pp |
| Annual return | 15.88% | 25.55%-9.7pp | 24.88%-9.0pp | 35.59%-19.7pp |
| Employer contribution / active EE | $1,012 | $3,105-67.4% | $3,868-73.8% | $2,755-63.3% |
| Participant deferral / active EE | $5,702 | $3,869+47.4% | $5,057+12.7% | $4,296+32.7% |
| Admin fee / account holder | $2,870 | $6,566-56.3% | $8,355-65.7% | $6,918-58.5% |