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 | $104,315 | $89,355+16.7% | $141,162-26.1% | $72,985+42.9% |
| Participation rate | 85.2% | 75.1%+10.1pp | 82.5%+2.7pp | 69.5%+15.7pp |
| Annual return | 23.64% | 111.85%-88.2pp | 71.39%-47.8pp | 81.00%-57.4pp |
| Employer contribution / active EE | $681 | $3,114-78.1% | $4,735-85.6% | $2,440-72.1% |
| Participant deferral / active EE | $6,516 | $5,418+20.3% | $6,709-2.9% | $3,607+80.6% |
| Admin fee / account holder | $9,642 | $5,958+61.8% | $10,261-6.0% | $5,124+88.2% |