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 | $136,549 | $101,724+34.2% | $164,813-17.1% | $80,856+68.9% |
| Participation rate | 80.0% | 71.8%+8.2pp | 78.6%+1.4pp | 67.6%+12.4pp |
| Annual return | 12.03% | 16.72%-4.7pp | 69.93%-57.9pp | 35.59%-23.6pp |
| Employer contribution / active EE | $1,111 | $2,953-62.4% | $4,341-74.4% | $2,755-59.7% |
| Participant deferral / active EE | $0 | $4,477-100.0% | $6,031-100.0% | $4,296-100.0% |
| Admin fee / account holder | $5,548 | $8,227-32.6% | $12,690-56.3% | $6,918-19.8% |