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 | $123,968 | $102,317+21.2% | $146,958-15.6% | $80,856+53.3% |
| Participation rate | 78.3% | 75.8%+2.4pp | 82.2%-3.9pp | 67.6%+10.6pp |
| Annual return | 16.18% | 134.76%-118.6pp | 418.34%-402.2pp | 35.59%-19.4pp |
| Employer contribution / active EE | $4,329 | $3,713+16.6% | $4,933-12.2% | $2,755+57.1% |
| Participant deferral / active EE | $5,622 | $6,644-15.4% | $8,070-30.3% | $4,296+30.9% |
| Admin fee / account holder | $11,963 | $7,941+50.6% | $12,998-8.0% | $6,918+72.9% |