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 | $130,613 | $83,477+56.5% | $125,175+4.3% | $72,985+79.0% |
| Participation rate | 84.4% | 73.3%+11.1pp | 79.8%+4.7pp | 69.5%+15.0pp |
| Annual return | 21.77% | 25.78%-4.0pp | 43.79%-22.0pp | 81.00%-59.2pp |
| Employer contribution / active EE | $724 | $2,345-69.1% | $3,865-81.3% | $2,440-70.3% |
| Participant deferral / active EE | $5,602 | $3,585+56.3% | $4,937+13.5% | $3,607+55.3% |
| Admin fee / account holder | $1,569 | $5,517-71.6% | $9,702-83.8% | $5,124-69.4% |