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 | $138,841 | $95,803+44.9% | $113,168+22.7% | $84,808+63.7% |
| Participation rate | 75.8% | 72.9%+2.9pp | 76.6%-0.8pp | 68.3%+7.4pp |
| Annual return | 13.22% | 25.00%-11.8pp | 24.27%-11.0pp | 40.90%-27.7pp |
| Employer contribution / active EE | $712 | $2,360-69.8% | $2,975-76.1% | $2,631-72.9% |
| Participant deferral / active EE | $7,681 | $4,242+81.1% | $5,107+50.4% | $4,212+82.4% |
| Admin fee / account holder | $5,069 | $8,989-43.6% | $12,068-58.0% | $7,344-31.0% |