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 | $139,239 | $89,753+55.1% | $107,525+29.5% | $84,808+64.2% |
| Participation rate | 80.8% | 68.1%+12.7pp | 75.1%+5.7pp | 68.3%+12.5pp |
| Annual return | 13.25% | 29.48%-16.2pp | 181.32%-168.1pp | 40.90%-27.7pp |
| Employer contribution / active EE | $2,515 | $3,113-19.2% | $3,754-33.0% | $2,631-4.4% |
| Participant deferral / active EE | $3,382 | $4,056-16.6% | $5,116-33.9% | $4,212-19.7% |
| Admin fee / account holder | $1,596 | $7,222-77.9% | $8,919-82.1% | $7,344-78.3% |