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 | $131,621 | $63,355+107.8% | $91,989+43.1% | $72,985+80.3% |
| Participation rate | 84.7% | 72.5%+12.2pp | 78.6%+6.1pp | 69.5%+15.2pp |
| Annual return | 22.62% | 35.35%-12.7pp | 69.02%-46.4pp | 81.00%-58.4pp |
| Employer contribution / active EE | $374 | $2,116-82.3% | $3,452-89.2% | $2,440-84.7% |
| Participant deferral / active EE | $3,944 | $4,883-19.2% | $5,923-33.4% | $3,607+9.3% |
| Admin fee / account holder | $3,968 | $4,668-15.0% | $7,743-48.8% | $5,124-22.6% |