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 | $119,946 | $65,365+83.5% | $92,893+29.1% | $72,985+64.3% |
| Participation rate | 83.1% | 68.3%+14.7pp | 76.0%+7.0pp | 69.5%+13.6pp |
| Annual return | 18.30% | 42.10%-23.8pp | 109.41%-91.1pp | 81.00%-62.7pp |
| Employer contribution / active EE | $963 | $2,594-62.9% | $3,653-73.6% | $2,440-60.5% |
| Participant deferral / active EE | $9,630 | $3,128+207.8% | $4,236+127.3% | $3,607+167.0% |
| Admin fee / account holder | $864 | $4,251-79.7% | $5,794-85.1% | $5,124-83.1% |