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 | $132,380 | $85,022+55.7% | $70,515+87.7% | $139,434-5.1% |
| Participation rate | 92.9% | 73.9%+18.9pp | 68.3%+24.5pp | 80.3%+12.5pp |
| Annual return | 11.72% | 30.38%-18.7pp | 32.77%-21.1pp | 372.94%-361.2pp |
| Employer contribution / active EE | $2,108 | $3,909-46.1% | $2,973-29.1% | $4,751-55.6% |
| Participant deferral / active EE | $5,044 | $5,890-14.4% | $4,567+10.5% | $6,710-24.8% |
| Admin fee / account holder | $4,065 | $8,906-54.4% | $6,412-36.6% | $11,403-64.3% |