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 | $117,423 | $71,050+65.3% | $93,606+25.4% | $80,856+45.2% |
| Participation rate | 85.2% | 60.4%+24.8pp | 68.7%+16.5pp | 67.6%+17.5pp |
| Annual return | 12.57% | 11.26%+1.3pp | 133.20%-120.6pp | 35.59%-23.0pp |
| Employer contribution / active EE | $1,071 | $1,564-31.5% | $2,420-55.7% | $2,755-61.1% |
| Participant deferral / active EE | $4,490 | $4,034+11.3% | $4,411+1.8% | $4,296+4.5% |
| Admin fee / account holder | $1,181 | $6,945-83.0% | $8,285-85.7% | $6,918-82.9% |