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 | $136,245 | $70,428+93.5% | $96,562+41.1% | $85,850+58.7% |
| Participation rate | 75.8% | 61.8%+14.0pp | 69.8%+5.9pp | 69.3%+6.4pp |
| Annual return | 15.42% | 18.59%-3.2pp | 37.78%-22.4pp | 318.53%-303.1pp |
| Employer contribution / active EE | $1,758 | $1,413+24.4% | $2,356-25.4% | $2,565-31.5% |
| Participant deferral / active EE | $3,383 | $2,894+16.9% | $3,849-12.1% | $3,952-14.4% |
| Admin fee / account holder | $5,732 | $4,997+14.7% | $6,181-7.3% | $6,260-8.4% |