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 | $138,665 | $98,750+40.4% | $149,696-7.4% | $79,858+73.6% |
| Participation rate | 86.1% | 75.8%+10.3pp | 82.5%+3.6pp | 69.6%+16.5pp |
| Annual return | 15.52% | 27.43%-11.9pp | 276.60%-261.1pp | 31.71%-16.2pp |
| Employer contribution / active EE | $627 | $3,216-80.5% | $4,644-86.5% | $2,471-74.6% |
| Participant deferral / active EE | $6,145 | $5,680+8.2% | $6,842-10.2% | $3,740+64.3% |
| Admin fee / account holder | $8,332 | $6,053+37.7% | $9,309-10.5% | $5,306+57.0% |