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 | $132,812 | $99,985+32.8% | $146,665-9.4% | $85,850+54.7% |
| Participation rate | 77.8% | 73.1%+4.7pp | 80.1%-2.3pp | 69.3%+8.5pp |
| Annual return | 13.18% | 18.93%-5.8pp | 22.74%-9.6pp | 318.53%-305.4pp |
| Employer contribution / active EE | $1,388 | $2,559-45.7% | $4,136-66.4% | $2,565-45.9% |
| Participant deferral / active EE | $6,044 | $4,006+50.9% | $5,506+9.8% | $3,952+52.9% |
| Admin fee / account holder | $32,471 | $7,702+321.6% | $10,280+215.9% | $6,260+418.7% |