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 | $118,291 | $85,515+38.3% | $112,040+5.6% | $67,986+74.0% |
| Participation rate | 80.7% | 68.2%+12.5pp | 76.5%+4.2pp | 57.2%+23.5pp |
| Annual return | 14.28% | 29.68%-15.4pp | 24.52%-10.2pp | 31.67%-17.4pp |
| Employer contribution / active EE | $620 | $2,191-71.7% | $2,954-79.0% | $2,019-69.3% |
| Participant deferral / active EE | $3,004 | $4,014-25.2% | $5,098-41.1% | $3,358-10.5% |
| Admin fee / account holder | $4,045 | $3,774+7.2% | $12,098-66.6% | $3,203+26.3% |