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 | $107,075 | $81,248+31.8% | $155,509-31.1% | $80,856+32.4% |
| Participation rate | 91.2% | 66.2%+24.9pp | 78.2%+13.0pp | 67.6%+23.5pp |
| Annual return | 14.30% | 33.31%-19.0pp | 64.67%-50.4pp | 35.59%-21.3pp |
| Employer contribution / active EE | $778 | $3,100-74.9% | $4,672-83.4% | $2,755-71.8% |
| Participant deferral / active EE | $5,100 | $3,452+47.8% | $5,626-9.4% | $4,296+18.7% |
| Admin fee / account holder | $2,822 | $7,997-64.7% | $15,912-82.3% | $6,918-59.2% |