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 | $119,103 | $95,416+24.8% | $185,823-35.9% | $85,850+38.7% |
| Participation rate | 86.0% | 68.8%+17.3pp | 81.7%+4.3pp | 69.3%+16.7pp |
| Annual return | 14.53% | 23.59%-9.1pp | 122.05%-107.5pp | 318.53%-304.0pp |
| Employer contribution / active EE | $1,052 | $3,314-68.2% | $5,167-79.6% | $2,565-59.0% |
| Participant deferral / active EE | $5,272 | $3,423+54.0% | $5,568-5.3% | $3,952+33.4% |
| Admin fee / account holder | $2,773 | $7,213-61.6% | $16,237-82.9% | $6,260-55.7% |