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 | $113,666 | $95,803+18.6% | $113,168+0.4% | $84,808+34.0% |
| Participation rate | 80.5% | 72.9%+7.6pp | 76.6%+3.9pp | 68.3%+12.2pp |
| Annual return | 13.36% | 25.00%-11.6pp | 24.27%-10.9pp | 40.90%-27.5pp |
| Employer contribution / active EE | $905 | $2,360-61.7% | $2,975-69.6% | $2,631-65.6% |
| Participant deferral / active EE | $3,772 | $4,242-11.1% | $5,107-26.1% | $4,212-10.4% |
| Admin fee / account holder | $19,991 | $8,989+122.4% | $12,068+65.7% | $7,344+172.2% |