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 | $135,628 | $69,515+95.1% | $86,874+56.1% | $85,850+58.0% |
| Participation rate | 78.7% | 66.3%+12.4pp | 71.6%+7.1pp | 69.3%+9.4pp |
| Annual return | 13.72% | 20.12%-6.4pp | 63.52%-49.8pp | 318.53%-304.8pp |
| Employer contribution / active EE | $1,590 | $1,880-15.5% | $2,495-36.3% | $2,565-38.0% |
| Participant deferral / active EE | $4,850 | $2,919+66.2% | $3,699+31.1% | $3,952+22.7% |
| Admin fee / account holder | $3,761 | $5,972-37.0% | $5,828-35.5% | $6,260-39.9% |