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 | $141,586 | $73,933+91.5% | $96,683+46.4% | $75,163+88.4% |
| Participation rate | 80.6% | 66.4%+14.2pp | 74.3%+6.3pp | 67.2%+13.5pp |
| Annual return | 16.18% | 26.70%-10.5pp | 35.69%-19.5pp | 160.62%-144.4pp |
| Employer contribution / active EE | $1,066 | $2,928-63.6% | $3,737-71.5% | $2,670-60.1% |
| Participant deferral / active EE | $3,803 | $3,659+3.9% | $4,878-22.0% | $4,125-7.8% |
| Admin fee / account holder | $13,006 | $5,216+149.3% | $6,730+93.3% | $5,651+130.1% |