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 | $135,419 | $99,985+35.4% | $146,665-7.7% | $85,850+57.7% |
| Participation rate | 91.7% | 73.1%+18.6pp | 80.1%+11.6pp | 69.3%+22.4pp |
| Annual return | 12.67% | 18.93%-6.3pp | 22.74%-10.1pp | 318.53%-305.9pp |
| Employer contribution / active EE | $3,111 | $2,559+21.6% | $4,136-24.8% | $2,565+21.3% |
| Participant deferral / active EE | $6,031 | $4,006+50.6% | $5,506+9.5% | $3,952+52.6% |
| Admin fee / account holder | $5,561 | $7,702-27.8% | $10,280-45.9% | $6,260-11.2% |