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 | $133,876 | $58,512+128.8% | $84,015+59.3% | $72,985+83.4% |
| Participation rate | 81.1% | 61.2%+19.9pp | 69.0%+12.1pp | 69.5%+11.6pp |
| Annual return | 21.37% | 28.93%-7.6pp | 71.31%-49.9pp | 81.00%-59.6pp |
| Employer contribution / active EE | $555 | $1,163-52.3% | $1,983-72.0% | $2,440-77.3% |
| Participant deferral / active EE | $3,961 | $2,394+65.5% | $3,239+22.3% | $3,607+9.8% |
| Admin fee / account holder | $10,472 | $4,569+129.2% | $6,101+71.7% | $5,124+104.4% |