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 | $125,785 | $60,022+109.6% | $88,946+41.4% | $84,808+48.3% |
| Participation rate | 98.0% | 57.8%+40.1pp | 68.8%+29.1pp | 68.3%+29.6pp |
| Annual return | 16.16% | 22.43%-6.3pp | 57.82%-41.7pp | 40.90%-24.7pp |
| Employer contribution / active EE | $790 | $1,703-53.6% | $2,555-69.1% | $2,631-70.0% |
| Participant deferral / active EE | $8,447 | $3,114+171.3% | $4,581+84.4% | $4,212+100.6% |
| Admin fee / account holder | $6,425 | $4,811+33.6% | $8,261-22.2% | $7,344-12.5% |