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 | $141,080 | $77,634+81.7% | $156,549-9.9% | $62,891+124.3% |
| Participation rate | 73.0% | 71.2%+1.8pp | 84.0%-11.0pp | 69.3%+3.7pp |
| Annual return | 9.68% | 50.32%-40.6pp | 32.23%-22.5pp | 20.14%-10.5pp |
| Employer contribution / active EE | $7,142 | $3,444+107.4% | $5,501+29.8% | $2,281+213.1% |
| Participant deferral / active EE | $4,913 | $3,045+61.3% | $4,871+0.9% | $3,203+53.4% |
| Admin fee / account holder | $4,452 | $5,561-19.9% | $13,027-65.8% | $4,296+3.6% |