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 | $99,812 | $71,050+40.5% | $93,606+6.6% | $80,856+23.4% |
| Participation rate | 76.9% | 60.4%+16.5pp | 68.7%+8.2pp | 67.6%+9.3pp |
| Annual return | 13.03% | 11.26%+1.8pp | 133.20%-120.2pp | 35.59%-22.6pp |
| Employer contribution / active EE | $642 | $1,564-59.0% | $2,420-73.5% | $2,755-76.7% |
| Participant deferral / active EE | $3,531 | $4,034-12.5% | $4,411-20.0% | $4,296-17.8% |
| Admin fee / account holder | $3,620 | $6,945-47.9% | $8,285-56.3% | $6,918-47.7% |