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 | $119,666 | $70,428+69.9% | $96,562+23.9% | $85,850+39.4% |
| Participation rate | 97.4% | 61.8%+35.6pp | 69.8%+27.6pp | 69.3%+28.1pp |
| Annual return | 12.67% | 18.59%-5.9pp | 37.78%-25.1pp | 318.53%-305.9pp |
| Employer contribution / active EE | $431 | $1,413-69.5% | $2,356-81.7% | $2,565-83.2% |
| Participant deferral / active EE | $7,645 | $2,894+164.2% | $3,849+98.6% | $3,952+93.5% |
| Admin fee / account holder | $6,111 | $4,997+22.3% | $6,181-1.1% | $6,260-2.4% |