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 | $122,615 | $65,365+87.6% | $92,893+32.0% | $72,985+68.0% |
| Participation rate | 85.1% | 68.3%+16.8pp | 76.0%+9.1pp | 69.5%+15.6pp |
| Annual return | 22.78% | 42.10%-19.3pp | 109.41%-86.6pp | 81.00%-58.2pp |
| Employer contribution / active EE | $2,325 | $2,594-10.4% | $3,653-36.3% | $2,440-4.7% |
| Participant deferral / active EE | $6,069 | $3,128+94.0% | $4,236+43.3% | $3,607+68.2% |
| Admin fee / account holder | $15,443 | $4,251+263.3% | $5,794+166.5% | $5,124+201.4% |