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 | $128,140 | $99,985+28.2% | $146,665-12.6% | $85,850+49.3% |
| Participation rate | 92.5% | 73.1%+19.4pp | 80.1%+12.4pp | 69.3%+23.2pp |
| Annual return | 13.10% | 18.93%-5.8pp | 22.74%-9.6pp | 318.53%-305.4pp |
| Employer contribution / active EE | $1,061 | $2,559-58.5% | $4,136-74.3% | $2,565-58.6% |
| Participant deferral / active EE | $4,818 | $4,006+20.3% | $5,506-12.5% | $3,952+21.9% |
| Admin fee / account holder | $7,999 | $7,702+3.9% | $10,280-22.2% | $6,260+27.8% |