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 6-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 | $129,938 | $81,460+59.5% | $103,333+25.7% | $80,856+60.7% |
| Participation rate | 82.9% | 66.8%+16.0pp | 74.5%+8.3pp | 67.6%+15.2pp |
| Annual return | 10.71% | 25.55%-14.8pp | 24.88%-14.2pp | 35.59%-24.9pp |
| Employer contribution / active EE | $0 | $3,105-100.0% | $3,868-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $3,653 | $3,869-5.6% | $5,057-27.8% | $4,296-15.0% |
| Admin fee / account holder | $10,787 | $6,566+64.3% | $8,355+29.1% | $6,918+55.9% |