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 | $116,819 | $72,492+61.1% | $87,100+34.1% | $72,985+60.1% |
| Participation rate | 94.1% | 72.8%+21.3pp | 76.9%+17.2pp | 69.5%+24.6pp |
| Annual return | 22.11% | 24.46%-2.3pp | 28.19%-6.1pp | 81.00%-58.9pp |
| Employer contribution / active EE | $515 | $1,894-72.8% | $2,521-79.6% | $2,440-78.9% |
| Participant deferral / active EE | $5,027 | $3,270+53.8% | $4,049+24.2% | $3,607+39.4% |
| Admin fee / account holder | $8,970 | $5,055+77.4% | $7,497+19.7% | $5,124+75.0% |