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 | $81,368 | $53,777+51.3% | $134,143-39.3% | $79,858+1.9% |
| Participation rate | 91.0% | 58.8%+32.3pp | 72.2%+18.9pp | 69.6%+21.4pp |
| Annual return | 31.70% | 19.01%+12.7pp | 36.33%-4.6pp | 31.71%0pp |
| Employer contribution / active EE | $496 | $1,321-62.5% | $3,704-86.6% | $2,471-79.9% |
| Participant deferral / active EE | $1,253 | $2,420-48.2% | $3,499-64.2% | $3,740-66.5% |
| Admin fee / account holder | $391 | $3,984-90.2% | $6,684-94.2% | $5,306-92.6% |