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 | $135,123 | $99,652+35.6% | $78,778+71.5% | $147,584-8.4% |
| Participation rate | 75.0% | 76.2%-1.2pp | 69.2%+5.8pp | 82.8%-7.8pp |
| Annual return | 18.16% | 47.28%-29.1pp | 35.62%-17.5pp | 578.55%-560.4pp |
| Employer contribution / active EE | $1,986 | $2,796-29.0% | $1,9860% | $4,876-59.3% |
| Participant deferral / active EE | $3,986 | $3,664+8.8% | $2,958+34.7% | $5,439-26.7% |
| Admin fee / account holder | $653 | $7,155-90.9% | $5,134-87.3% | $10,885-94.0% |