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 6-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 | $110,358 | $77,503+42.4% | $100,391+9.9% | $80,856+36.5% |
| Participation rate | 81.5% | 76.9%+4.5pp | 81.5%0pp | 67.6%+13.8pp |
| Annual return | 16.66% | 37.20%-20.5pp | 49.20%-32.5pp | 35.59%-18.9pp |
| Employer contribution / active EE | $1,042 | $2,801-62.8% | $3,942-73.6% | $2,755-62.2% |
| Participant deferral / active EE | $10,824 | $6,820+58.7% | $8,082+33.9% | $4,296+152.0% |
| Admin fee / account holder | $6,587 | $5,897+11.7% | $7,899-16.6% | $6,918-4.8% |