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 | $137,258 | $62,672+119.0% | $185,117-25.9% | $70,131+95.7% |
| Participation rate | 85.5% | 63.8%+21.7pp | 77.3%+8.2pp | 69.5%+15.9pp |
| Annual return | 19.23% | 40.79%-21.6pp | 40.50%-21.3pp | 73.14%-53.9pp |
| Employer contribution / active EE | $928 | $1,753-47.1% | $4,182-77.8% | $2,342-60.4% |
| Participant deferral / active EE | $4,099 | $3,272+25.3% | $5,045-18.8% | $3,332+23.0% |
| Admin fee / account holder | $9,711 | $3,932+147.0% | $8,159+19.0% | $4,645+109.0% |