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 | $130,881 | $95,803+36.6% | $113,168+15.7% | $84,808+54.3% |
| Participation rate | 88.5% | 72.9%+15.6pp | 76.6%+11.9pp | 68.3%+20.2pp |
| Annual return | 14.87% | 25.00%-10.1pp | 24.27%-9.4pp | 40.90%-26.0pp |
| Employer contribution / active EE | $2,482 | $2,360+5.2% | $2,975-16.6% | $2,631-5.7% |
| Participant deferral / active EE | $8,780 | $4,242+107.0% | $5,107+71.9% | $4,212+108.5% |
| Admin fee / account holder | $1,614 | $8,989-82.0% | $12,068-86.6% | $7,344-78.0% |