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 | $87,864 | $29,660+196.2% | $56,411+55.8% | $80,856+8.7% |
| Participation rate | 79.5% | 41.6%+37.8pp | 52.5%+27.0pp | 67.6%+11.8pp |
| Annual return | 16.55% | 35.23%-18.7pp | 1701.33%-1684.8pp | 35.59%-19.0pp |
| Employer contribution / active EE | $1,094 | $669+63.5% | $1,039+5.3% | $2,755-60.3% |
| Participant deferral / active EE | $2,430 | $1,226+98.2% | $1,952+24.5% | $4,296-43.4% |
| Admin fee / account holder | $2,247 | $2,428-7.4% | $2,829-20.6% | $6,918-67.5% |