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 | $115,011 | $60,892+88.9% | $82,389+39.6% | $84,808+35.6% |
| Participation rate | 73.3% | 63.3%+10.1pp | 69.5%+3.8pp | 68.3%+5.0pp |
| Annual return | 15.51% | 37.29%-21.8pp | 28.67%-13.2pp | 40.90%-25.4pp |
| Employer contribution / active EE | $599 | $1,779-66.3% | $2,517-76.2% | $2,631-77.2% |
| Participant deferral / active EE | $4,287 | $3,179+34.9% | $4,155+3.2% | $4,212+1.8% |
| Admin fee / account holder | $3,479 | $5,467-36.4% | $7,231-51.9% | $7,344-52.6% |