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 | $113,649 | $72,277+57.2% | $101,248+12.2% | $79,858+42.3% |
| Participation rate | 90.3% | 68.5%+21.8pp | 75.8%+14.5pp | 69.6%+20.6pp |
| Annual return | 11.58% | 22.30%-10.7pp | 46.47%-34.9pp | 31.71%-20.1pp |
| Employer contribution / active EE | $712 | $2,692-73.6% | $3,660-80.6% | $2,471-71.2% |
| Participant deferral / active EE | $5,235 | $3,282+59.5% | $4,370+19.8% | $3,740+40.0% |
| Admin fee / account holder | $3,191 | $4,400-27.5% | $5,945-46.3% | $5,306-39.9% |