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 | $82,712 | $54,762+51.0% | $90,281-8.4% | $72,985+13.3% |
| Participation rate | 93.5% | 65.1%+28.4pp | 73.3%+20.3pp | 69.5%+24.1pp |
| Annual return | 17.56% | 30.63%-13.1pp | 78.10%-60.5pp | 81.00%-63.4pp |
| Employer contribution / active EE | $1,732 | $2,092-17.2% | $2,854-39.3% | $2,440-29.0% |
| Participant deferral / active EE | $6,118 | $2,887+111.9% | $3,885+57.5% | $3,607+69.6% |
| Admin fee / account holder | $22,241 | $3,972+459.9% | $5,351+315.6% | $5,124+334.0% |