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 | $145,060 | $60,349+140.4% | $74,183+95.5% | $62,891+130.7% |
| Participation rate | 79.7% | 72.7%+7.0pp | 76.6%+3.1pp | 69.3%+10.4pp |
| Annual return | 7.29% | 21.37%-14.1pp | 17.74%-10.4pp | 20.14%-12.8pp |
| Employer contribution / active EE | $1,072 | $1,680-36.2% | $2,370-54.8% | $2,281-53.0% |
| Participant deferral / active EE | $2,324 | $2,856-18.6% | $3,550-34.5% | $3,203-27.4% |
| Admin fee / account holder | $14,048 | $4,261+229.7% | $5,586+151.5% | $4,296+227.0% |