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 | $123,303 | $65,041+89.6% | $90,951+35.6% | $79,858+54.4% |
| Participation rate | 78.1% | 61.6%+16.5pp | 69.0%+9.1pp | 69.6%+8.5pp |
| Annual return | 14.73% | 30.45%-15.7pp | 134.60%-119.9pp | 31.71%-17.0pp |
| Employer contribution / active EE | $744 | $1,247-40.4% | $2,122-65.0% | $2,471-69.9% |
| Participant deferral / active EE | $4,320 | $2,512+72.0% | $3,373+28.1% | $3,740+15.5% |
| Admin fee / account holder | $2,353 | $4,536-48.1% | $5,959-60.5% | $5,306-55.7% |