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 | $129,985 | $85,766+51.6% | $136,294-4.6% | $70,131+85.3% |
| Participation rate | 71.4% | 74.2%-2.7pp | 81.9%-10.5pp | 69.5%+1.9pp |
| Annual return | 15.39% | 31.45%-16.1pp | 5155.94%-5140.5pp | 73.14%-57.7pp |
| Employer contribution / active EE | $573 | $2,966-80.7% | $4,695-87.8% | $2,342-75.6% |
| Participant deferral / active EE | $4,957 | $5,051-1.9% | $6,247-20.7% | $3,332+48.8% |
| Admin fee / account holder | $9,064 | $5,420+67.2% | $9,243-1.9% | $4,645+95.1% |