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 | $129,248 | $89,355+44.6% | $141,162-8.4% | $72,985+77.1% |
| Participation rate | 70.0% | 75.1%-5.1pp | 82.5%-12.5pp | 69.5%+0.5pp |
| Annual return | 226.57% | 111.85%+114.7pp | 71.39%+155.2pp | 81.00%+145.6pp |
| Employer contribution / active EE | $1,339 | $3,114-57.0% | $4,735-71.7% | $2,440-45.1% |
| Participant deferral / active EE | $4,542 | $5,418-16.2% | $6,709-32.3% | $3,607+25.9% |
| Admin fee / account holder | $604 | $5,958-89.9% | $10,261-94.1% | $5,124-88.2% |