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 | $131,566 | $78,672+67.2% | $109,143+20.5% | $85,850+53.3% |
| Participation rate | 84.4% | 68.3%+16.1pp | 75.9%+8.5pp | 69.3%+15.1pp |
| Annual return | 13.45% | 25.09%-11.6pp | 25.75%-12.3pp | 318.53%-305.1pp |
| Employer contribution / active EE | $1,053 | $2,735-61.5% | $3,722-71.7% | $2,565-58.9% |
| Participant deferral / active EE | $3,512 | $3,467+1.3% | $4,653-24.5% | $3,952-11.1% |
| Admin fee / account holder | $3,702 | $5,469-32.3% | $6,752-45.2% | $6,260-40.9% |