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 | $162,220 | $91,552+77.2% | $133,956+21.1% | $79,858+103.1% |
| Participation rate | 78.0% | 73.3%+4.7pp | 79.8%-1.8pp | 69.6%+8.4pp |
| Annual return | 17.33% | 61.85%-44.5pp | 45.09%-27.8pp | 31.71%-14.4pp |
| Employer contribution / active EE | $821 | $2,384-65.5% | $3,919-79.0% | $2,471-66.8% |
| Participant deferral / active EE | $6,879 | $3,733+84.2% | $5,048+36.3% | $3,740+83.9% |
| Admin fee / account holder | $20,776 | $6,321+228.7% | $8,927+132.7% | $5,306+291.5% |