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 | $100,188 | $60,349+66.0% | $74,183+35.1% | $62,891+59.3% |
| Participation rate | 85.0% | 72.7%+12.3pp | 76.6%+8.4pp | 69.3%+15.7pp |
| Annual return | 8.19% | 21.37%-13.2pp | 17.74%-9.5pp | 20.14%-11.9pp |
| Employer contribution / active EE | $739 | $1,680-56.0% | $2,370-68.8% | $2,281-67.6% |
| Participant deferral / active EE | $4,012 | $2,856+40.5% | $3,550+13.0% | $3,203+25.3% |
| Admin fee / account holder | $14,046 | $4,261+229.6% | $5,586+151.5% | $4,296+227.0% |