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 | $120,894 | $58,512+106.6% | $84,015+43.9% | $72,985+65.6% |
| Participation rate | 79.5% | 61.2%+18.3pp | 69.0%+10.5pp | 69.5%+10.0pp |
| Annual return | 20.47% | 28.93%-8.5pp | 71.31%-50.8pp | 81.00%-60.5pp |
| Employer contribution / active EE | $644 | $1,163-44.6% | $1,983-67.5% | $2,440-73.6% |
| Participant deferral / active EE | $2,726 | $2,394+13.9% | $3,239-15.8% | $3,607-24.4% |
| Admin fee / account holder | $6,349 | $4,569+39.0% | $6,101+4.1% | $5,124+23.9% |