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 | $126,207 | $99,985+26.2% | $146,665-13.9% | $85,850+47.0% |
| Participation rate | 86.3% | 73.1%+13.2pp | 80.1%+6.2pp | 69.3%+17.0pp |
| Annual return | 11.69% | 18.93%-7.2pp | 22.74%-11.1pp | 318.53%-306.8pp |
| Employer contribution / active EE | $5,886 | $2,559+130.0% | $4,136+42.3% | $2,565+129.5% |
| Participant deferral / active EE | $4,692 | $4,006+17.1% | $5,506-14.8% | $3,952+18.7% |
| Admin fee / account holder | $2,776 | $7,702-64.0% | $10,280-73.0% | $6,260-55.7% |