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 | $128,134 | $89,753+42.8% | $107,525+19.2% | $84,808+51.1% |
| Participation rate | 76.2% | 68.1%+8.1pp | 75.1%+1.1pp | 68.3%+7.9pp |
| Annual return | 13.22% | 29.48%-16.3pp | 181.32%-168.1pp | 40.90%-27.7pp |
| Employer contribution / active EE | $1,358 | $3,113-56.4% | $3,754-63.8% | $2,631-48.4% |
| Participant deferral / active EE | $6,375 | $4,056+57.2% | $5,116+24.6% | $4,212+51.4% |
| Admin fee / account holder | $36,003 | $7,222+398.5% | $8,919+303.7% | $7,344+390.3% |