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 | $94,304 | $58,828+60.3% | $77,999+20.9% | $62,891+49.9% |
| Participation rate | 85.9% | 71.1%+14.9pp | 75.5%+10.4pp | 69.3%+16.6pp |
| Annual return | 6.07% | 17.16%-11.1pp | 425.96%-419.9pp | 20.14%-14.1pp |
| Employer contribution / active EE | $739 | $1,672-55.8% | $2,470-70.1% | $2,281-67.6% |
| Participant deferral / active EE | $4,018 | $2,686+49.6% | $3,497+14.9% | $3,203+25.5% |
| Admin fee / account holder | $9,899 | $4,393+125.3% | $5,480+80.6% | $4,296+130.4% |