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 | $137,331 | $89,355+53.7% | $141,162-2.7% | $72,985+88.2% |
| Participation rate | 84.9% | 75.1%+9.8pp | 82.5%+2.4pp | 69.5%+15.4pp |
| Annual return | 25.98% | 111.85%-85.9pp | 71.39%-45.4pp | 81.00%-55.0pp |
| Employer contribution / active EE | $1,218 | $3,114-60.9% | $4,735-74.3% | $2,440-50.1% |
| Participant deferral / active EE | $6,631 | $5,418+22.4% | $6,709-1.2% | $3,607+83.8% |
| Admin fee / account holder | $2,598 | $5,958-56.4% | $10,261-74.7% | $5,124-49.3% |