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 | $133,527 | $91,552+45.8% | $133,956-0.3% | $79,858+67.2% |
| Participation rate | 78.8% | 73.3%+5.4pp | 79.8%-1.1pp | 69.6%+9.2pp |
| Annual return | 14.97% | 61.85%-46.9pp | 45.09%-30.1pp | 31.71%-16.7pp |
| Employer contribution / active EE | $1,398 | $2,384-41.3% | $3,919-64.3% | $2,471-43.4% |
| Participant deferral / active EE | $6,072 | $3,733+62.6% | $5,048+20.3% | $3,740+62.4% |
| Admin fee / account holder | $20,461 | $6,321+223.7% | $8,927+129.2% | $5,306+285.6% |