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 | $97,693 | $71,050+37.5% | $93,606+4.4% | $80,856+20.8% |
| Participation rate | 77.9% | 60.4%+17.5pp | 68.7%+9.2pp | 67.6%+10.3pp |
| Annual return | 13.71% | 11.26%+2.5pp | 133.20%-119.5pp | 35.59%-21.9pp |
| Employer contribution / active EE | $601 | $1,564-61.5% | $2,420-75.2% | $2,755-78.2% |
| Participant deferral / active EE | $4,324 | $4,034+7.2% | $4,411-2.0% | $4,296+0.7% |
| Admin fee / account holder | $6,411 | $6,945-7.7% | $8,285-22.6% | $6,918-7.3% |