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 | $86,146 | $117,983-27.0% | $101,794-15.4% | $142,382-39.5% |
| Participation rate | 77.8% | 74.2%+3.6pp | 69.2%+8.6pp | 80.1%-2.3pp |
| Annual return | 12.75% | 36.92%-24.2pp | 30.53%-17.8pp | 217.08%-204.3pp |
| Employer contribution / active EE | $701 | $2,773-74.7% | $2,289-69.4% | $4,299-83.7% |
| Participant deferral / active EE | $4,819 | $4,714+2.2% | $4,084+18.0% | $6,507-25.9% |
| Admin fee / account holder | $14,124 | $10,433+35.4% | $8,777+60.9% | $12,624+11.9% |