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 | $125,212 | $71,050+76.2% | $93,606+33.8% | $80,856+54.9% |
| Participation rate | 88.2% | 60.4%+27.8pp | 68.7%+19.5pp | 67.6%+20.6pp |
| Annual return | 11.28% | 11.26%0pp | 133.20%-121.9pp | 35.59%-24.3pp |
| Employer contribution / active EE | $926 | $1,564-40.8% | $2,420-61.7% | $2,755-66.4% |
| Participant deferral / active EE | $4,027 | $4,034-0.2% | $4,411-8.7% | $4,296-6.3% |
| Admin fee / account holder | $7,345 | $6,945+5.8% | $8,285-11.4% | $6,918+6.2% |