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 | $121,649 | $56,054+117.0% | $171,082-28.9% | $62,891+93.4% |
| Participation rate | 93.3% | 62.9%+30.5pp | 76.7%+16.6pp | 69.3%+24.0pp |
| Annual return | 6.92% | 22.52%-15.6pp | 32.56%-25.6pp | 20.14%-13.2pp |
| Employer contribution / active EE | $590 | $1,731-65.9% | $4,002-85.3% | $2,281-74.1% |
| Participant deferral / active EE | $4,688 | $3,158+48.5% | $4,797-2.3% | $3,203+46.4% |
| Admin fee / account holder | $8,471 | $3,647+132.3% | $8,520-0.6% | $4,296+97.2% |