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 | $144,613 | $73,933+95.6% | $96,683+49.6% | $75,163+92.4% |
| Participation rate | 83.8% | 66.4%+17.4pp | 74.3%+9.4pp | 67.2%+16.6pp |
| Annual return | 15.54% | 26.70%-11.2pp | 35.69%-20.2pp | 160.62%-145.1pp |
| Employer contribution / active EE | $2,732 | $2,928-6.7% | $3,737-26.9% | $2,670+2.3% |
| Participant deferral / active EE | $9,134 | $3,659+149.7% | $4,878+87.2% | $4,125+121.4% |
| Admin fee / account holder | $16,249 | $5,216+211.5% | $6,730+141.5% | $5,651+187.5% |