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 | $118,168 | $65,395+80.7% | $182,532-35.3% | $72,985+61.9% |
| Participation rate | 98.6% | 65.4%+33.1pp | 78.0%+20.6pp | 69.5%+29.1pp |
| Annual return | 18.15% | 27.68%-9.5pp | 148.54%-130.4pp | 81.00%-62.9pp |
| Employer contribution / active EE | $610 | $1,911-68.1% | $4,076-85.0% | $2,440-75.0% |
| Participant deferral / active EE | $4,655 | $3,563+30.7% | $5,524-15.7% | $3,607+29.0% |
| Admin fee / account holder | $6,937 | $4,245+63.4% | $8,592-19.3% | $5,124+35.4% |