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 | $136,920 | $84,233+62.5% | $170,442-19.7% | $70,131+95.2% |
| Participation rate | 80.6% | 70.8%+9.8pp | 83.6%-3.0pp | 69.5%+11.1pp |
| Annual return | 12.29% | 23.06%-10.8pp | 205.93%-193.6pp | 73.14%-60.9pp |
| Employer contribution / active EE | $1,988 | $3,387-41.3% | $5,433-63.4% | $2,342-15.1% |
| Participant deferral / active EE | $3,752 | $3,086+21.6% | $4,939-24.0% | $3,332+12.6% |
| Admin fee / account holder | $2,682 | $5,698-52.9% | $13,880-80.7% | $4,645-42.3% |