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 | $129,591 | $71,050+82.4% | $93,606+38.4% | $80,856+60.3% |
| Participation rate | 74.2% | 60.4%+13.8pp | 68.7%+5.5pp | 67.6%+6.6pp |
| Annual return | 12.86% | 11.26%+1.6pp | 133.20%-120.3pp | 35.59%-22.7pp |
| Employer contribution / active EE | $2,614 | $1,564+67.2% | $2,420+8.0% | $2,755-5.1% |
| Participant deferral / active EE | $7,104 | $4,034+76.1% | $4,411+61.0% | $4,296+65.4% |
| Admin fee / account holder | $1,327 | $6,945-80.9% | $8,285-84.0% | $6,918-80.8% |