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 | $118,816 | $67,606+75.7% | $82,313+44.3% | $70,131+69.4% |
| Participation rate | 96.6% | 72.8%+23.8pp | 76.9%+19.7pp | 69.5%+27.0pp |
| Annual return | 13.66% | 21.57%-7.9pp | 25.88%-12.2pp | 73.14%-59.5pp |
| Employer contribution / active EE | $950 | $1,755-45.9% | $2,428-60.9% | $2,342-59.5% |
| Participant deferral / active EE | $3,930 | $2,987+31.6% | $3,706+6.1% | $3,332+18.0% |
| Admin fee / account holder | $16,563 | $4,512+267.1% | $5,608+195.4% | $4,645+256.6% |