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 | $113,341 | $62,573+81.1% | $85,682+32.3% | $85,850+32.0% |
| Participation rate | 73.0% | 61.1%+11.8pp | 69.9%+3.1pp | 69.3%+3.7pp |
| Annual return | 11.62% | 23.77%-12.1pp | 21.49%-9.9pp | 318.53%-306.9pp |
| Employer contribution / active EE | $440 | $1,757-74.9% | $2,618-83.2% | $2,565-82.8% |
| Participant deferral / active EE | $3,308 | $2,802+18.1% | $3,923-15.7% | $3,952-16.3% |
| Admin fee / account holder | $8,240 | $4,640+77.6% | $6,873+19.9% | $6,260+31.6% |