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 | $124,863 | $102,382+22.0% | $147,005-15.1% | $80,874+54.4% |
| Participation rate | 85.2% | 75.8%+9.3pp | 82.2%+3.0pp | 67.6%+17.5pp |
| Annual return | 13.48% | 134.89%-121.4pp | 418.76%-405.3pp | 35.62%-22.1pp |
| Employer contribution / active EE | $1,563 | $3,715-57.9% | $4,934-68.3% | $2,756-43.3% |
| Participant deferral / active EE | $8,389 | $6,646+26.2% | $8,070+3.9% | $4,297+95.2% |
| Admin fee / account holder | $3,717 | $7,942-53.2% | $13,006-71.4% | $6,935-46.4% |