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 | $147,336 | $81,248+81.3% | $155,509-5.3% | $80,856+82.2% |
| Participation rate | 80.0% | 66.2%+13.8pp | 78.2%+1.8pp | 67.6%+12.4pp |
| Annual return | 11.14% | 33.31%-22.2pp | 64.67%-53.5pp | 35.59%-24.5pp |
| Employer contribution / active EE | $2,799 | $3,100-9.7% | $4,672-40.1% | $2,755+1.6% |
| Participant deferral / active EE | $8,268 | $3,452+139.5% | $5,626+47.0% | $4,296+92.5% |
| Admin fee / account holder | $2,205 | $7,997-72.4% | $15,912-86.1% | $6,918-68.1% |