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 | $98,016 | $70,428+39.2% | $96,562+1.5% | $85,850+14.2% |
| Participation rate | 76.3% | 61.8%+14.5pp | 69.8%+6.5pp | 69.3%+7.0pp |
| Annual return | 13.37% | 18.59%-5.2pp | 37.78%-24.4pp | 318.53%-305.2pp |
| Employer contribution / active EE | $836 | $1,413-40.8% | $2,356-64.5% | $2,565-67.4% |
| Participant deferral / active EE | $7,014 | $2,894+142.4% | $3,849+82.2% | $3,952+77.5% |
| Admin fee / account holder | $11,198 | $4,997+124.1% | $6,181+81.2% | $6,260+78.9% |