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 | $143,848 | $89,355+61.0% | $141,162+1.9% | $72,985+97.1% |
| Participation rate | 89.7% | 75.1%+14.6pp | 82.5%+7.3pp | 69.5%+20.3pp |
| Annual return | 20.97% | 111.85%-90.9pp | 71.39%-50.4pp | 81.00%-60.0pp |
| Employer contribution / active EE | $1,106 | $3,114-64.5% | $4,735-76.6% | $2,440-54.7% |
| Participant deferral / active EE | $6,417 | $5,418+18.4% | $6,709-4.3% | $3,607+77.9% |
| Admin fee / account holder | $2,269 | $5,958-61.9% | $10,261-77.9% | $5,124-55.7% |