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 | $119,700 | $76,367+56.7% | $93,606+27.9% | $72,985+64.0% |
| Participation rate | 93.9% | 71.7%+22.1pp | 75.8%+18.0pp | 69.5%+24.4pp |
| Annual return | 17.58% | 25.82%-8.2pp | 32.76%-15.2pp | 81.00%-63.4pp |
| Employer contribution / active EE | $869 | $2,275-61.8% | $2,718-68.0% | $2,440-64.4% |
| Participant deferral / active EE | $4,942 | $3,538+39.7% | $4,069+21.5% | $3,607+37.0% |
| Admin fee / account holder | $19,958 | $6,838+191.9% | $7,888+153.0% | $5,124+289.5% |