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 | $128,995 | $89,355+44.4% | $141,162-8.6% | $72,985+76.7% |
| Participation rate | 86.5% | 75.1%+11.4pp | 82.5%+4.0pp | 69.5%+17.0pp |
| Annual return | 20.39% | 111.85%-91.5pp | 71.39%-51.0pp | 81.00%-60.6pp |
| Employer contribution / active EE | $2,703 | $3,114-13.2% | $4,735-42.9% | $2,440+10.8% |
| Participant deferral / active EE | $3,771 | $5,418-30.4% | $6,709-43.8% | $3,607+4.5% |
| Admin fee / account holder | $11,555 | $5,958+93.9% | $10,261+12.6% | $5,124+125.5% |