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 | $100,172 | $64,839+54.5% | $95,585+4.8% | $84,808+18.1% |
| Participation rate | 73.0% | 63.8%+9.2pp | 72.1%+0.9pp | 68.3%+4.7pp |
| Annual return | 16.66% | -670.96%+687.6pp | 38.56%-21.9pp | 40.90%-24.2pp |
| Employer contribution / active EE | $2,207 | $1,759+25.5% | $2,527-12.6% | $2,631-16.1% |
| Participant deferral / active EE | $5,265 | $2,965+77.6% | $4,023+30.9% | $4,212+25.0% |
| Admin fee / account holder | $9,553 | $5,964+60.2% | $6,127+55.9% | $7,344+30.1% |