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 | $114,131 | $48,364+136.0% | $71,796+59.0% | $62,891+81.5% |
| Participation rate | 85.0% | 60.6%+24.4pp | 69.1%+15.9pp | 69.3%+15.7pp |
| Annual return | 5.54% | 13.16%-7.6pp | 78.04%-72.5pp | 20.14%-14.6pp |
| Employer contribution / active EE | $767 | $1,042-26.3% | $1,924-60.1% | $2,281-66.4% |
| Participant deferral / active EE | $3,266 | $2,091+56.2% | $2,794+16.9% | $3,203+2.0% |
| Admin fee / account holder | $31,617 | $3,771+738.4% | $4,815+556.7% | $4,296+636.0% |