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 | $123,888 | $72,012+72.0% | $185,823-33.3% | $79,858+55.1% |
| Participation rate | 98.5% | 65.8%+32.7pp | 78.0%+20.5pp | 69.6%+28.9pp |
| Annual return | 13.67% | 23.12%-9.4pp | 35.95%-22.3pp | 31.71%-18.0pp |
| Employer contribution / active EE | $841 | $1,965-57.2% | $4,087-79.4% | $2,471-65.9% |
| Participant deferral / active EE | $5,866 | $3,779+55.2% | $5,632+4.2% | $3,740+56.8% |
| Admin fee / account holder | $25,193 | $4,513+458.3% | $9,500+165.2% | $5,306+374.8% |