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 | $128,161 | $71,050+80.4% | $93,606+36.9% | $80,856+58.5% |
| Participation rate | 71.9% | 60.4%+11.5pp | 68.7%+3.2pp | 67.6%+4.2pp |
| Annual return | 12.96% | 11.26%+1.7pp | 133.20%-120.2pp | 35.59%-22.6pp |
| Employer contribution / active EE | $853 | $1,564-45.4% | $2,420-64.7% | $2,755-69.0% |
| Participant deferral / active EE | $3,136 | $4,034-22.2% | $4,411-28.9% | $4,296-27.0% |
| Admin fee / account holder | $6,186 | $6,945-10.9% | $8,285-25.3% | $6,918-10.6% |