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 | $135,895 | $95,416+42.4% | $185,823-26.9% | $85,850+58.3% |
| Participation rate | 71.8% | 68.8%+3.0pp | 81.7%-9.9pp | 69.3%+2.5pp |
| Annual return | 13.45% | 23.59%-10.1pp | 122.05%-108.6pp | 318.53%-305.1pp |
| Employer contribution / active EE | $1,518 | $3,314-54.2% | $5,167-70.6% | $2,565-40.8% |
| Participant deferral / active EE | $7,616 | $3,423+122.5% | $5,568+36.8% | $3,952+92.7% |
| Admin fee / account holder | $8,404 | $7,213+16.5% | $16,237-48.2% | $6,260+34.2% |