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 | $123,082 | $80,717+52.5% | $154,803-20.5% | $84,808+45.1% |
| Participation rate | 91.0% | 66.8%+24.2pp | 78.1%+13.0pp | 68.3%+22.7pp |
| Annual return | 14.33% | 37.96%-23.6pp | 58.88%-44.6pp | 40.90%-26.6pp |
| Employer contribution / active EE | $956 | $2,761-65.4% | $4,305-77.8% | $2,631-63.7% |
| Participant deferral / active EE | $5,984 | $3,303+81.2% | $5,540+8.0% | $4,212+42.1% |
| Admin fee / account holder | $1,007 | $6,746-85.1% | $14,329-93.0% | $7,344-86.3% |