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 | $136,884 | $76,552+78.8% | $123,892+10.5% | $62,891+117.7% |
| Participation rate | 86.8% | 73.0%+13.8pp | 81.4%+5.4pp | 69.3%+17.5pp |
| Annual return | 10.47% | 18.68%-8.2pp | 47.52%-37.0pp | 20.14%-9.7pp |
| Employer contribution / active EE | $1,616 | $2,883-44.0% | $4,617-65.0% | $2,281-29.2% |
| Participant deferral / active EE | $8,118 | $4,840+67.7% | $5,984+35.7% | $3,203+153.5% |
| Admin fee / account holder | $9,406 | $4,826+94.9% | $8,357+12.6% | $4,296+119.0% |