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 | $86,029 | $57,016+50.9% | $84,966+1.3% | $80,856+6.4% |
| Participation rate | 87.0% | 56.3%+30.6pp | 67.5%+19.5pp | 67.6%+19.3pp |
| Annual return | 12.32% | 21.66%-9.3pp | 66.38%-54.1pp | 35.59%-23.3pp |
| Employer contribution / active EE | $688 | $1,798-61.7% | $2,727-74.8% | $2,755-75.0% |
| Participant deferral / active EE | $6,472 | $3,110+108.1% | $4,519+43.2% | $4,296+50.7% |
| Admin fee / account holder | $3,161 | $4,980-36.5% | $6,149-48.6% | $6,918-54.3% |