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 | $132,149 | $77,634+70.2% | $156,549-15.6% | $62,891+110.1% |
| Participation rate | 93.5% | 71.2%+22.3pp | 84.0%+9.5pp | 69.3%+24.2pp |
| Annual return | 7.01% | 50.32%-43.3pp | 32.23%-25.2pp | 20.14%-13.1pp |
| Employer contribution / active EE | $2,161 | $3,444-37.3% | $5,501-60.7% | $2,281-5.3% |
| Participant deferral / active EE | $3,882 | $3,045+27.5% | $4,871-20.3% | $3,203+21.2% |
| Admin fee / account holder | $1,627 | $5,561-70.7% | $13,027-87.5% | $4,296-62.1% |