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 | $134,839 | $76,407+76.5% | $150,298-10.3% | $82,448+63.5% |
| Participation rate | 90.0% | 66.4%+23.6pp | 77.8%+12.2pp | 68.1%+21.9pp |
| Annual return | 18.41% | 39.99%-21.6pp | 62.79%-44.4pp | 41.64%-23.2pp |
| Employer contribution / active EE | $5,405 | $2,614+106.7% | $4,154+30.1% | $2,551+111.9% |
| Participant deferral / active EE | $9,459 | $3,214+194.3% | $5,453+73.5% | $4,139+128.5% |
| Admin fee / account holder | $438 | $6,352-93.1% | $14,116-96.9% | $7,234-93.9% |