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 | $130,146 | $71,050+83.2% | $93,606+39.0% | $80,856+61.0% |
| Participation rate | 75.6% | 60.4%+15.1pp | 68.7%+6.8pp | 67.6%+7.9pp |
| Annual return | 13.14% | 11.26%+1.9pp | 133.20%-120.1pp | 35.59%-22.5pp |
| Employer contribution / active EE | $657 | $1,564-58.0% | $2,420-72.9% | $2,755-76.2% |
| Participant deferral / active EE | $2,870 | $4,034-28.8% | $4,411-34.9% | $4,296-33.2% |
| Admin fee / account holder | $21,733 | $6,945+212.9% | $8,285+162.3% | $6,918+214.1% |