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 | $136,991 | $69,977+95.8% | $108,579+26.2% | $62,891+117.8% |
| Participation rate | 97.7% | 72.9%+24.8pp | 79.6%+18.1pp | 69.3%+28.4pp |
| Annual return | 7.78% | 10.73%-3.0pp | -51.70%+59.5pp | 20.14%-12.4pp |
| Employer contribution / active EE | $783 | $2,135-63.3% | $3,758-79.2% | $2,281-65.7% |
| Participant deferral / active EE | $6,845 | $3,165+116.3% | $4,311+58.8% | $3,203+113.7% |
| Admin fee / account holder | $408 | $5,076-92.0% | $7,645-94.7% | $4,296-90.5% |