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 | $131,236 | $65,395+100.7% | $182,532-28.1% | $72,985+79.8% |
| Participation rate | 85.5% | 65.4%+20.1pp | 78.0%+7.6pp | 69.5%+16.1pp |
| Annual return | 21.93% | 27.68%-5.8pp | 148.54%-126.6pp | 81.00%-59.1pp |
| Employer contribution / active EE | $1,141 | $1,911-40.3% | $4,076-72.0% | $2,440-53.2% |
| Participant deferral / active EE | $7,179 | $3,563+101.5% | $5,524+30.0% | $3,607+99.0% |
| Admin fee / account holder | $9,569 | $4,245+125.4% | $8,592+11.4% | $5,124+86.7% |