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 | $122,829 | $91,552+34.2% | $133,956-8.3% | $79,858+53.8% |
| Participation rate | 81.5% | 73.3%+8.2pp | 79.8%+1.7pp | 69.6%+11.9pp |
| Annual return | 11.90% | 61.85%-49.9pp | 45.09%-33.2pp | 31.71%-19.8pp |
| Employer contribution / active EE | $688 | $2,384-71.1% | $3,919-82.4% | $2,471-72.1% |
| Participant deferral / active EE | $2,873 | $3,733-23.0% | $5,048-43.1% | $3,740-23.2% |
| Admin fee / account holder | $8,256 | $6,321+30.6% | $8,927-7.5% | $5,306+55.6% |