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 | $137,420 | $98,750+39.2% | $149,696-8.2% | $79,858+72.1% |
| Participation rate | 81.5% | 75.8%+5.7pp | 82.5%-1.0pp | 69.6%+11.8pp |
| Annual return | 16.03% | 27.43%-11.4pp | 276.60%-260.6pp | 31.71%-15.7pp |
| Employer contribution / active EE | $2,974 | $3,216-7.5% | $4,644-36.0% | $2,471+20.4% |
| Participant deferral / active EE | $11,023 | $5,680+94.1% | $6,842+61.1% | $3,740+194.7% |
| Admin fee / account holder | $7,322 | $6,053+21.0% | $9,309-21.3% | $5,306+38.0% |