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 | $84,292 | $48,230+74.8% | $67,502+24.9% | $80,856+4.2% |
| Participation rate | 96.2% | 66.4%+29.9pp | 72.9%+23.4pp | 67.6%+28.6pp |
| Annual return | 12.29% | 18.28%-6.0pp | 3512.12%-3499.8pp | 35.59%-23.3pp |
| Employer contribution / active EE | $1,913 | $2,020-5.3% | $2,731-29.9% | $2,755-30.5% |
| Participant deferral / active EE | $3,033 | $2,924+3.7% | $4,000-24.2% | $4,296-29.4% |
| Admin fee / account holder | $4,982 | $3,681+35.3% | $3,998+24.6% | $6,918-28.0% |