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 | $140,507 | $79,449+76.9% | $189,557-25.9% | $85,850+63.7% |
| Participation rate | 76.6% | 66.0%+10.6pp | 78.4%-1.8pp | 69.3%+7.3pp |
| Annual return | 11.79% | 18.45%-6.7pp | 64.17%-52.4pp | 318.53%-306.7pp |
| Employer contribution / active EE | $2,093 | $2,081+0.6% | $4,412-52.6% | $2,565-18.4% |
| Participant deferral / active EE | $3,662 | $4,051-9.6% | $6,174-40.7% | $3,952-7.3% |
| Admin fee / account holder | $27,373 | $5,377+409.1% | $9,807+179.1% | $6,260+337.3% |