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 | $114,191 | $59,101+93.2% | $77,163+48.0% | $75,163+51.9% |
| Participation rate | 89.7% | 63.9%+25.8pp | 69.6%+20.1pp | 67.2%+22.5pp |
| Annual return | 14.15% | 26.71%-12.6pp | 37.87%-23.7pp | 160.62%-146.5pp |
| Employer contribution / active EE | $1,290 | $1,995-35.4% | $2,535-49.1% | $2,670-51.7% |
| Participant deferral / active EE | $3,522 | $2,999+17.4% | $3,833-8.1% | $4,125-14.6% |
| Admin fee / account holder | $645 | $4,774-86.5% | $5,472-88.2% | $5,651-88.6% |