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 | $121,522 | $77,813+56.2% | $123,544-1.6% | $64,186+89.3% |
| Participation rate | 83.3% | 74.7%+8.6pp | 82.3%+1.0pp | 69.6%+13.8pp |
| Annual return | 1.20% | 12.48%-11.3pp | 119.20%-118.0pp | 7.63%-6.4pp |
| Employer contribution / active EE | $694 | $3,014-77.0% | $4,628-85.0% | $2,381-70.8% |
| Participant deferral / active EE | $12,674 | $5,240+141.9% | $6,426+97.2% | $3,470+265.3% |
| Admin fee / account holder | $12,376 | $5,519+124.3% | $9,284+33.3% | $4,888+153.2% |