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 | $127,478 | $80,968+57.4% | $96,544+32.0% | $75,163+69.6% |
| Participation rate | 84.7% | 71.8%+13.0pp | 76.0%+8.8pp | 67.2%+17.6pp |
| Annual return | 14.59% | 27.06%-12.5pp | 25.84%-11.3pp | 160.62%-146.0pp |
| Employer contribution / active EE | $2,125 | $2,282-6.9% | $2,965-28.3% | $2,670-20.4% |
| Participant deferral / active EE | $7,836 | $3,928+99.5% | $4,851+61.5% | $4,125+90.0% |
| Admin fee / account holder | $10,073 | $6,724+49.8% | $8,252+22.1% | $5,651+78.3% |