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 | $122,322 | $76,552+59.8% | $123,892-1.3% | $62,891+94.5% |
| Participation rate | 85.4% | 73.0%+12.4pp | 81.4%+4.0pp | 69.3%+16.1pp |
| Annual return | 9.87% | 18.68%-8.8pp | 47.52%-37.6pp | 20.14%-10.3pp |
| Employer contribution / active EE | $465 | $2,883-83.9% | $4,617-89.9% | $2,281-79.6% |
| Participant deferral / active EE | $7,523 | $4,840+55.4% | $5,984+25.7% | $3,203+134.9% |
| Admin fee / account holder | $12,054 | $4,826+149.8% | $8,357+44.2% | $4,296+180.6% |