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 | $120,504 | $99,985+20.5% | $146,665-17.8% | $85,850+40.4% |
| Participation rate | 87.7% | 73.1%+14.6pp | 80.1%+7.6pp | 69.3%+18.4pp |
| Annual return | 14.42% | 18.93%-4.5pp | 22.74%-8.3pp | 318.53%-304.1pp |
| Employer contribution / active EE | $4,064 | $2,559+58.8% | $4,136-1.7% | $2,565+58.4% |
| Participant deferral / active EE | $5,963 | $4,006+48.9% | $5,506+8.3% | $3,952+50.9% |
| Admin fee / account holder | $1,663 | $7,702-78.4% | $10,280-83.8% | $6,260-73.4% |