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 | $136,720 | $94,625+44.5% | $116,228+17.6% | $84,808+61.2% |
| Participation rate | 77.6% | 70.4%+7.1pp | 74.6%+3.0pp | 68.3%+9.3pp |
| Annual return | 12.80% | 20.40%-7.6pp | 90.06%-77.3pp | 40.90%-28.1pp |
| Employer contribution / active EE | $818 | $2,347-65.1% | $2,994-72.7% | $2,631-68.9% |
| Participant deferral / active EE | $3,965 | $3,972-0.2% | $4,953-19.9% | $4,212-5.8% |
| Admin fee / account holder | $7,645 | $10,091-24.2% | $11,989-36.2% | $7,344+4.1% |