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 | $121,118 | $89,652+35.1% | $141,162-14.2% | $65,185+85.8% |
| Participation rate | 81.6% | 74.7%+6.8pp | 82.5%-0.9pp | 70.2%+11.4pp |
| Annual return | 23.23% | 32.79%-9.6pp | 71.39%-48.2pp | 29.38%-6.2pp |
| Employer contribution / active EE | $1,531 | $3,065-50.1% | $4,735-67.7% | $2,177-29.7% |
| Participant deferral / active EE | $2,820 | $5,691-50.5% | $6,709-58.0% | $3,514-19.7% |
| Admin fee / account holder | $8,477 | $569+1391.1% | $10,261-17.4% | $847+900.8% |