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 | $111,701 | $72,404+54.3% | $110,238+1.3% | $64,186+74.0% |
| Participation rate | 97.0% | 73.3%+23.6pp | 79.8%+17.2pp | 69.6%+27.4pp |
| Annual return | 5.12% | -6.29%+11.4pp | 314.74%-309.6pp | 7.63%-2.5pp |
| Employer contribution / active EE | $982 | $2,282-57.0% | $3,826-74.3% | $2,381-58.7% |
| Participant deferral / active EE | $7,141 | $3,469+105.9% | $4,672+52.9% | $3,470+105.8% |
| Admin fee / account holder | $10,374 | $5,664+83.1% | $8,547+21.4% | $4,888+112.2% |