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 | $137,183 | $89,753+52.8% | $107,525+27.6% | $84,808+61.8% |
| Participation rate | 77.3% | 68.1%+9.3pp | 75.1%+2.3pp | 68.3%+9.0pp |
| Annual return | 16.49% | 29.48%-13.0pp | 181.32%-164.8pp | 40.90%-24.4pp |
| Employer contribution / active EE | $10,966 | $3,113+252.2% | $3,754+192.1% | $2,631+316.8% |
| Participant deferral / active EE | $2,427 | $4,056-40.2% | $5,116-52.6% | $4,212-42.4% |
| Admin fee / account holder | $5,583 | $7,222-22.7% | $8,919-37.4% | $7,344-24.0% |