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 | $123,715 | $95,803+29.1% | $113,168+9.3% | $84,808+45.9% |
| Participation rate | 93.6% | 72.9%+20.8pp | 76.6%+17.1pp | 68.3%+25.3pp |
| Annual return | 13.91% | 25.00%-11.1pp | 24.27%-10.4pp | 40.90%-27.0pp |
| Employer contribution / active EE | $1,024 | $2,360-56.6% | $2,975-65.6% | $2,631-61.1% |
| Participant deferral / active EE | $6,268 | $4,242+47.8% | $5,107+22.7% | $4,212+48.8% |
| Admin fee / account holder | $3,169 | $8,989-64.7% | $12,068-73.7% | $7,344-56.8% |