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 | $133,438 | $46,869+184.7% | $122,332+9.1% | $70,131+90.3% |
| Participation rate | 87.0% | 58.2%+28.8pp | 71.6%+15.3pp | 69.5%+17.4pp |
| Annual return | 19.11% | 24.22%-5.1pp | 30.27%-11.2pp | 73.14%-54.0pp |
| Employer contribution / active EE | $461 | $1,288-64.2% | $4,050-88.6% | $2,342-80.3% |
| Participant deferral / active EE | $7,223 | $2,166+233.4% | $3,287+119.8% | $3,332+116.8% |
| Admin fee / account holder | $1,557 | $3,322-53.1% | $5,478-71.6% | $4,645-66.5% |