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 | $108,308 | $73,004+48.4% | $90,749+19.3% | $68,494+58.1% |
| Participation rate | 88.0% | 70.8%+17.2pp | 75.7%+12.3pp | 67.9%+20.1pp |
| Annual return | 19.19% | -13.81%+33.0pp | -12.16%+31.4pp | -7.84%+27.0pp |
| Employer contribution / active EE | $869 | $2,193-60.4% | $2,921-70.3% | $2,596-66.5% |
| Participant deferral / active EE | $7,956 | $3,627+119.4% | $4,564+74.3% | $4,027+97.6% |
| Admin fee / account holder | $29,916 | $5,896+407.4% | $8,445+254.3% | $5,403+453.7% |