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 | $88,230 | $77,899+13.3% | $149,673-41.1% | $75,163+17.4% |
| Participation rate | 76.0% | 65.6%+10.4pp | 78.8%-2.8pp | 67.2%+8.8pp |
| Annual return | 17.72% | 31.72%-14.0pp | 134.42%-116.7pp | 160.62%-142.9pp |
| Employer contribution / active EE | $525 | $3,137-83.3% | $4,818-89.1% | $2,670-80.3% |
| Participant deferral / active EE | $4,411 | $3,411+29.3% | $5,680-22.3% | $4,125+6.9% |
| Admin fee / account holder | $1,439 | $5,956-75.8% | $13,210-89.1% | $5,651-74.5% |