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 | $130,003 | $69,977+85.8% | $108,579+19.7% | $62,891+106.7% |
| Participation rate | 78.6% | 72.9%+5.7pp | 79.6%-1.0pp | 69.3%+9.3pp |
| Annual return | 9.59% | 10.73%-1.1pp | -51.70%+61.3pp | 20.14%-10.6pp |
| Employer contribution / active EE | $1,096 | $2,135-48.7% | $3,758-70.8% | $2,281-52.0% |
| Participant deferral / active EE | $6,481 | $3,165+104.8% | $4,311+50.4% | $3,203+102.4% |
| Admin fee / account holder | $833 | $5,076-83.6% | $7,645-89.1% | $4,296-80.6% |