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 | $131,420 | $98,750+33.1% | $149,696-12.2% | $79,858+64.6% |
| Participation rate | 76.0% | 75.8%+0.2pp | 82.5%-6.5pp | 69.6%+6.4pp |
| Annual return | 13.65% | 27.43%-13.8pp | 276.60%-262.9pp | 31.71%-18.1pp |
| Employer contribution / active EE | $982 | $3,216-69.5% | $4,644-78.9% | $2,471-60.2% |
| Participant deferral / active EE | $2,502 | $5,680-55.9% | $6,842-63.4% | $3,740-33.1% |
| Admin fee / account holder | $5,574 | $6,053-7.9% | $9,309-40.1% | $5,306+5.0% |