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 | $118,501 | $71,050+66.8% | $93,606+26.6% | $80,856+46.6% |
| Participation rate | 79.5% | 60.4%+19.1pp | 68.7%+10.8pp | 67.6%+11.9pp |
| Annual return | 14.09% | 11.26%+2.8pp | 133.20%-119.1pp | 35.59%-21.5pp |
| Employer contribution / active EE | $1,034 | $1,564-33.9% | $2,420-57.3% | $2,755-62.5% |
| Participant deferral / active EE | $3,098 | $4,034-23.2% | $4,411-29.8% | $4,296-27.9% |
| Admin fee / account holder | $996 | $6,945-85.7% | $8,285-88.0% | $6,918-85.6% |