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 | $120,871 | $94,031+28.5% | $115,768+4.4% | $82,448+46.6% |
| Participation rate | 76.0% | 70.4%+5.6pp | 74.4%+1.6pp | 68.1%+7.9pp |
| Annual return | 13.33% | 20.61%-7.3pp | 100.46%-87.1pp | 41.64%-28.3pp |
| Employer contribution / active EE | $752 | $2,323-67.6% | $2,940-74.4% | $2,551-70.5% |
| Participant deferral / active EE | $6,631 | $3,972+66.9% | $4,917+34.9% | $4,139+60.2% |
| Admin fee / account holder | $5,987 | $10,249-41.6% | $12,439-51.9% | $7,234-17.2% |