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 | $88,451 | $58,512+51.2% | $84,015+5.3% | $72,985+21.2% |
| Participation rate | 83.7% | 61.2%+22.4pp | 69.0%+14.7pp | 69.5%+14.2pp |
| Annual return | 23.18% | 28.93%-5.8pp | 71.31%-48.1pp | 81.00%-57.8pp |
| Employer contribution / active EE | $518 | $1,163-55.5% | $1,983-73.9% | $2,440-78.8% |
| Participant deferral / active EE | $2,493 | $2,394+4.2% | $3,239-23.0% | $3,607-30.9% |
| Admin fee / account holder | $9,134 | $4,569+99.9% | $6,101+49.7% | $5,124+78.3% |