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 | $149,971 | $98,750+51.9% | $149,696+0.2% | $79,858+87.8% |
| Participation rate | 96.2% | 75.8%+20.4pp | 82.5%+13.7pp | 69.6%+26.5pp |
| Annual return | 13.87% | 27.43%-13.6pp | 276.60%-262.7pp | 31.71%-17.8pp |
| Employer contribution / active EE | $769 | $3,216-76.1% | $4,644-83.4% | $2,471-68.9% |
| Participant deferral / active EE | $11,289 | $5,680+98.7% | $6,842+65.0% | $3,740+201.8% |
| Admin fee / account holder | $881 | $6,053-85.4% | $9,309-90.5% | $5,306-83.4% |