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 | $80,099 | $54,573+46.8% | $90,951-11.9% | $73,488+9.0% |
| Participation rate | 76.5% | 61.2%+15.3pp | 69.0%+7.5pp | 70.7%+5.8pp |
| Annual return | 19.73% | 16.69%+3.0pp | 134.60%-114.9pp | 28.51%-8.8pp |
| Employer contribution / active EE | $1,794 | $991+81.0% | $2,122-15.5% | $2,270-21.0% |
| Participant deferral / active EE | $1,934 | $2,517-23.1% | $3,373-42.6% | $3,740-48.3% |
| Admin fee / account holder | $1,554 | $521+198.0% | $5,959-73.9% | $513+202.8% |