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 | $86,978 | $58,828+47.9% | $77,999+11.5% | $62,891+38.3% |
| Participation rate | 95.7% | 71.1%+24.7pp | 75.5%+20.2pp | 69.3%+26.4pp |
| Annual return | 7.59% | 17.16%-9.6pp | 425.96%-418.4pp | 20.14%-12.5pp |
| Employer contribution / active EE | $532 | $1,672-68.2% | $2,470-78.5% | $2,281-76.7% |
| Participant deferral / active EE | $2,583 | $2,686-3.8% | $3,497-26.1% | $3,203-19.4% |
| Admin fee / account holder | $12,920 | $4,393+194.1% | $5,480+135.7% | $4,296+200.8% |