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 | $155,637 | $74,927+107.7% | $101,794+52.9% | $84,808+83.5% |
| Participation rate | 79.1% | 61.4%+17.7pp | 69.2%+9.9pp | 68.3%+10.8pp |
| Annual return | 15.37% | 18.70%-3.3pp | 30.53%-15.2pp | 40.90%-25.5pp |
| Employer contribution / active EE | $747 | $1,522-50.9% | $2,289-67.4% | $2,631-71.6% |
| Participant deferral / active EE | $4,539 | $3,099+46.4% | $4,084+11.1% | $4,212+7.8% |
| Admin fee / account holder | $1,717 | $6,514-73.6% | $8,777-80.4% | $7,344-76.6% |