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 | $151,219 | $86,929+74.0% | $102,423+47.6% | $80,856+87.0% |
| Participation rate | 97.6% | 72.4%+25.2pp | 76.5%+21.1pp | 67.6%+30.0pp |
| Annual return | 12.48% | 18.88%-6.4pp | 29.32%-16.8pp | 35.59%-23.1pp |
| Employer contribution / active EE | $728 | $2,369-69.3% | $3,023-75.9% | $2,755-73.6% |
| Participant deferral / active EE | $7,256 | $4,118+76.2% | $5,053+43.6% | $4,296+68.9% |
| Admin fee / account holder | $2,556 | $8,049-68.2% | $9,451-73.0% | $6,918-63.1% |