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 | $116,221 | $98,750+17.7% | $149,696-22.4% | $79,858+45.5% |
| Participation rate | 79.7% | 75.8%+3.9pp | 82.5%-2.8pp | 69.6%+10.1pp |
| Annual return | 20.29% | 27.43%-7.1pp | 276.60%-256.3pp | 31.71%-11.4pp |
| Employer contribution / active EE | $1,877 | $3,216-41.6% | $4,644-59.6% | $2,471-24.0% |
| Participant deferral / active EE | $6,787 | $5,680+19.5% | $6,842-0.8% | $3,740+81.5% |
| Admin fee / account holder | $1,959 | $6,053-67.6% | $9,309-79.0% | $5,306-63.1% |