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 | $94,113 | $67,606+39.2% | $82,313+14.3% | $70,131+34.2% |
| Participation rate | 78.6% | 72.8%+5.8pp | 76.9%+1.7pp | 69.5%+9.0pp |
| Annual return | 18.14% | 21.57%-3.4pp | 25.88%-7.7pp | 73.14%-55.0pp |
| Employer contribution / active EE | $575 | $1,755-67.2% | $2,428-76.3% | $2,342-75.4% |
| Participant deferral / active EE | $5,000 | $2,987+67.4% | $3,706+34.9% | $3,332+50.1% |
| Admin fee / account holder | $9,408 | $4,512+108.5% | $5,608+67.8% | $4,645+102.5% |