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 | $128,954 | $93,571+37.8% | $135,903-5.1% | $75,163+71.6% |
| Participation rate | 89.3% | 75.2%+14.1pp | 81.9%+7.4pp | 67.2%+22.1pp |
| Annual return | 16.32% | 30.90%-14.6pp | 68.23%-51.9pp | 160.62%-144.3pp |
| Employer contribution / active EE | $1,346 | $3,537-61.9% | $4,856-72.3% | $2,670-49.6% |
| Participant deferral / active EE | $3,527 | $6,404-44.9% | $7,758-54.5% | $4,125-14.5% |
| Admin fee / account holder | $33,020 | $6,975+373.4% | $10,762+206.8% | $5,651+484.3% |