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 | $117,891 | $102,245+15.3% | $89,340+32.0% | $137,256-14.1% |
| Participation rate | 94.4% | 74.9%+19.6pp | 69.6%+24.9pp | 80.0%+14.5pp |
| Annual return | 13.19% | 21.89%-8.7pp | 20.57%-7.4pp | 220.34%-207.2pp |
| Employer contribution / active EE | $654 | $2,529-74.2% | $2,231-70.7% | $4,156-84.3% |
| Participant deferral / active EE | $11,119 | $4,436+150.6% | $3,823+190.9% | $6,407+73.6% |
| Admin fee / account holder | $13,416 | $8,085+65.9% | $6,704+100.1% | $12,270+9.3% |