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 | $98,944 | $58,264+69.8% | $86,612+14.2% | $71,457+38.5% |
| Participation rate | 81.7% | 65.0%+16.7pp | 71.7%+10.0pp | 67.9%+13.8pp |
| Annual return | 19.03% | 21.63%-2.6pp | 591.07%-572.0pp | 28.85%-9.8pp |
| Employer contribution / active EE | $1,314 | $2,574-49.0% | $3,022-56.5% | $2,588-49.2% |
| Participant deferral / active EE | $2,311 | $3,436-32.7% | $4,438-47.9% | $4,289-46.1% |
| Admin fee / account holder | $6,978 | $1,057+560.1% | $5,614+24.3% | $1,587+339.6% |