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 | $112,363 | $72,277+55.5% | $101,248+11.0% | $79,858+40.7% |
| Participation rate | 78.6% | 68.5%+10.1pp | 75.8%+2.8pp | 69.6%+8.9pp |
| Annual return | 12.01% | 22.30%-10.3pp | 46.47%-34.5pp | 31.71%-19.7pp |
| Employer contribution / active EE | $653 | $2,692-75.7% | $3,660-82.1% | $2,471-73.6% |
| Participant deferral / active EE | $8,227 | $3,282+150.7% | $4,370+88.2% | $3,740+120.0% |
| Admin fee / account holder | $6,241 | $4,400+41.8% | $5,945+5.0% | $5,306+17.6% |