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 | $86,868 | $58,512+48.5% | $84,015+3.4% | $72,985+19.0% |
| Participation rate | 93.0% | 61.2%+31.8pp | 69.0%+24.0pp | 69.5%+23.5pp |
| Annual return | 17.02% | 28.93%-11.9pp | 71.31%-54.3pp | 81.00%-64.0pp |
| Employer contribution / active EE | $675 | $1,163-42.0% | $1,983-66.0% | $2,440-72.3% |
| Participant deferral / active EE | $4,662 | $2,394+94.8% | $3,239+43.9% | $3,607+29.2% |
| Admin fee / account holder | $15,003 | $4,569+228.4% | $6,101+145.9% | $5,124+192.8% |