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 | $133,257 | $99,341+34.1% | $84,750+57.2% | $273,961-51.4% |
| Participation rate | 85.7% | 80.7%+5.0pp | 76.6%+9.1pp | 83.0%+2.7pp |
| Annual return | 8.88% | 22.93%-14.1pp | 22.78%-13.9pp | 41.45%-32.6pp |
| Employer contribution / active EE | $4,850 | $4,214+15.1% | $3,574+35.7% | $4,869-0.4% |
| Participant deferral / active EE | $3,128 | $4,269-26.7% | $3,712-15.7% | $5,287-40.8% |
| Admin fee / account holder | $13,283 | $6,644+99.9% | $5,332+149.1% | $10,132+31.1% |