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 | $121,587 | $89,753+35.5% | $107,525+13.1% | $84,808+43.4% |
| Participation rate | 90.9% | 68.1%+22.8pp | 75.1%+15.8pp | 68.3%+22.6pp |
| Annual return | 18.38% | 29.48%-11.1pp | 181.32%-162.9pp | 40.90%-22.5pp |
| Employer contribution / active EE | $1,411 | $3,113-54.7% | $3,754-62.4% | $2,631-46.4% |
| Participant deferral / active EE | $7,072 | $4,056+74.4% | $5,116+38.2% | $4,212+67.9% |
| Admin fee / account holder | $3,352 | $7,222-53.6% | $8,919-62.4% | $7,344-54.4% |