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 | $126,503 | $89,753+40.9% | $107,525+17.7% | $84,808+49.2% |
| Participation rate | 88.9% | 68.1%+20.8pp | 75.1%+13.8pp | 68.3%+20.6pp |
| Annual return | 16.33% | 29.48%-13.1pp | 181.32%-165.0pp | 40.90%-24.6pp |
| Employer contribution / active EE | $2,187 | $3,113-29.7% | $3,754-41.7% | $2,631-16.9% |
| Participant deferral / active EE | $6,565 | $4,056+61.9% | $5,116+28.3% | $4,212+55.9% |
| Admin fee / account holder | $1,531 | $7,222-78.8% | $8,919-82.8% | $7,344-79.1% |