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 | $145,384 | $83,477+74.2% | $125,175+16.1% | $72,985+99.2% |
| Participation rate | 98.2% | 73.3%+24.9pp | 79.8%+18.4pp | 69.5%+28.7pp |
| Annual return | 23.65% | 25.78%-2.1pp | 43.79%-20.1pp | 81.00%-57.4pp |
| Employer contribution / active EE | $1,536 | $2,345-34.5% | $3,865-60.3% | $2,440-37.1% |
| Participant deferral / active EE | $4,411 | $3,585+23.0% | $4,937-10.7% | $3,607+22.3% |
| Admin fee / account holder | $11,817 | $5,517+114.2% | $9,702+21.8% | $5,124+130.6% |