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 | $116,257 | $53,018+119.3% | $70,014+66.0% | $62,891+84.9% |
| Participation rate | 90.5% | 67.2%+23.3pp | 71.8%+18.7pp | 69.3%+21.2pp |
| Annual return | 6.18% | 13.35%-7.2pp | 12.99%-6.8pp | 20.14%-14.0pp |
| Employer contribution / active EE | $0 | $1,799-100.0% | $2,338-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $8,388 | $2,395+250.3% | $2,931+186.2% | $3,203+161.9% |
| Admin fee / account holder | $1,957 | $3,690-47.0% | $4,380-55.3% | $4,296-54.4% |