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 | $125,408 | $109,359+14.7% | $162,163-22.7% | $72,985+71.8% |
| Participation rate | 80.4% | 84.3%-3.8pp | 87.6%-7.1pp | 69.5%+10.9pp |
| Annual return | 18.33% | 25.46%-7.1pp | 115.59%-97.3pp | 81.00%-62.7pp |
| Employer contribution / active EE | $2,176 | $3,907-44.3% | $5,614-61.2% | $2,440-10.8% |
| Participant deferral / active EE | $5,275 | $5,481-3.8% | $7,298-27.7% | $3,607+46.2% |
| Admin fee / account holder | $9,670 | $7,972+21.3% | $10,843-10.8% | $5,124+88.7% |