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 8-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 | $94,041 | $81,248+15.7% | $155,509-39.5% | $80,856+16.3% |
| Participation rate | 80.0% | 66.2%+13.8pp | 78.2%+1.8pp | 67.6%+12.4pp |
| Annual return | 16.69% | 33.31%-16.6pp | 64.67%-48.0pp | 35.59%-18.9pp |
| Employer contribution / active EE | $613 | $3,100-80.2% | $4,672-86.9% | $2,755-77.7% |
| Participant deferral / active EE | $1,983 | $3,452-42.5% | $5,626-64.8% | $4,296-53.8% |
| Admin fee / account holder | $18,876 | $7,997+136.0% | $15,912+18.6% | $6,918+172.9% |