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 | $138,010 | $48,046+187.2% | $84,611+63.1% | $72,985+89.1% |
| Participation rate | 87.5% | 57.6%+29.9pp | 68.2%+19.3pp | 69.5%+18.0pp |
| Annual return | 21.29% | 37.38%-16.1pp | 258.74%-237.5pp | 81.00%-59.7pp |
| Employer contribution / active EE | $962 | $1,602-40.0% | $2,652-63.7% | $2,440-60.6% |
| Participant deferral / active EE | $6,410 | $2,680+139.2% | $3,899+64.4% | $3,607+77.7% |
| Admin fee / account holder | $2,868 | $3,395-15.5% | $4,912-41.6% | $5,124-44.0% |