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 | $119,208 | $77,314+54.2% | $177,989-33.0% | $80,856+47.4% |
| Participation rate | 70.7% | 65.7%+5.0pp | 77.1%-6.4pp | 67.6%+3.1pp |
| Annual return | 13.34% | 18.09%-4.7pp | 294.48%-281.1pp | 35.59%-22.2pp |
| Employer contribution / active EE | $1,457 | $2,292-36.4% | $3,949-63.1% | $2,755-47.1% |
| Participant deferral / active EE | $6,787 | $4,411+53.9% | $6,276+8.1% | $4,296+58.0% |
| Admin fee / account holder | $754 | $7,191-89.5% | $10,363-92.7% | $6,918-89.1% |