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 | $79,460 | $52,580+51.1% | $71,671+10.9% | $70,131+13.3% |
| Participation rate | 84.9% | 60.9%+24.1pp | 68.7%+16.2pp | 69.5%+15.4pp |
| Annual return | 15.83% | 20.25%-4.4pp | 20.65%-4.8pp | 73.14%-57.3pp |
| Employer contribution / active EE | $474 | $1,616-70.7% | $2,460-80.7% | $2,342-79.8% |
| Participant deferral / active EE | $3,039 | $2,386+27.4% | $3,438-11.6% | $3,332-8.8% |
| Admin fee / account holder | $7,447 | $3,653+103.9% | $5,558+34.0% | $4,645+60.3% |