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 | $126,769 | $81,248+56.0% | $155,509-18.5% | $80,856+56.8% |
| Participation rate | 78.3% | 66.2%+12.1pp | 78.2%+0.1pp | 67.6%+10.7pp |
| Annual return | 11.47% | 33.31%-21.8pp | 64.67%-53.2pp | 35.59%-24.1pp |
| Employer contribution / active EE | $647 | $3,100-79.1% | $4,672-86.1% | $2,755-76.5% |
| Participant deferral / active EE | $0 | $3,452-100.0% | $5,626-100.0% | $4,296-100.0% |
| Admin fee / account holder | $2,565 | $7,997-67.9% | $15,912-83.9% | $6,918-62.9% |