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 | $99,394 | $51,175+94.2% | $70,515+41.0% | $75,163+32.2% |
| Participation rate | 78.0% | 60.9%+17.0pp | 68.3%+9.6pp | 67.2%+10.8pp |
| Annual return | 15.74% | 30.02%-14.3pp | 32.77%-17.0pp | 160.62%-144.9pp |
| Employer contribution / active EE | $886 | $1,826-51.5% | $2,973-70.2% | $2,670-66.8% |
| Participant deferral / active EE | $6,417 | $2,849+125.2% | $4,567+40.5% | $4,125+55.6% |
| Admin fee / account holder | $7,673 | $4,091+87.6% | $6,412+19.7% | $5,651+35.8% |