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 | $85,154 | $65,395+30.2% | $182,532-53.3% | $72,985+16.7% |
| Participation rate | 95.1% | 65.4%+29.7pp | 78.0%+17.1pp | 69.5%+25.6pp |
| Annual return | 21.31% | 27.68%-6.4pp | 148.54%-127.2pp | 81.00%-59.7pp |
| Employer contribution / active EE | $640 | $1,911-66.5% | $4,076-84.3% | $2,440-73.8% |
| Participant deferral / active EE | $7,001 | $3,563+96.5% | $5,524+26.7% | $3,607+94.1% |
| Admin fee / account holder | $4,797 | $4,245+13.0% | $8,592-44.2% | $5,124-6.4% |