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 4-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 | $134,103 | $68,547+95.6% | $120,354+11.4% | $80,856+65.9% |
| Participation rate | 91.7% | 61.6%+30.1pp | 71.9%+19.8pp | 67.6%+24.0pp |
| Annual return | 18.55% | 23.60%-5.1pp | 107.15%-88.6pp | 35.59%-17.0pp |
| Employer contribution / active EE | $884 | $2,051-56.9% | $3,463-74.5% | $2,755-67.9% |
| Participant deferral / active EE | $1,500 | $3,173-52.7% | $4,991-70.0% | $4,296-65.1% |
| Admin fee / account holder | $8,021 | $5,732+39.9% | $9,423-14.9% | $6,918+15.9% |