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 | $133,999 | $54,705+144.9% | $71,209+88.2% | $84,808+58.0% |
| Participation rate | 79.4% | 64.1%+15.3pp | 73.8%+5.7pp | 68.3%+11.1pp |
| Annual return | 17.23% | 35.90%-18.7pp | 282.51%-265.3pp | 40.90%-23.7pp |
| Employer contribution / active EE | $905 | $2,158-58.0% | $2,721-66.7% | $2,631-65.6% |
| Participant deferral / active EE | $5,689 | $3,030+87.7% | $4,175+36.3% | $4,212+35.1% |
| Admin fee / account holder | $36,338 | $4,863+647.2% | $5,349+579.4% | $7,344+394.8% |