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 | $134,573 | $53,127+153.3% | $86,590+55.4% | $70,131+91.9% |
| Participation rate | 84.6% | 65.3%+19.3pp | 73.5%+11.1pp | 69.5%+15.1pp |
| Annual return | 18.10% | 27.66%-9.6pp | 964.84%-946.7pp | 73.14%-55.0pp |
| Employer contribution / active EE | $1,175 | $2,068-43.2% | $2,839-58.6% | $2,342-49.8% |
| Participant deferral / active EE | $4,102 | $2,696+52.2% | $3,609+13.7% | $3,332+23.1% |
| Admin fee / account holder | $307 | $3,585-91.4% | $4,906-93.8% | $4,645-93.4% |