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 | $132,844 | $89,355+48.7% | $141,162-5.9% | $72,985+82.0% |
| Participation rate | 88.9% | 75.1%+13.8pp | 82.5%+6.4pp | 69.5%+19.4pp |
| Annual return | 22.03% | 111.85%-89.8pp | 71.39%-49.4pp | 81.00%-59.0pp |
| Employer contribution / active EE | $2,214 | $3,114-28.9% | $4,735-53.2% | $2,440-9.2% |
| Participant deferral / active EE | $7,871 | $5,418+45.3% | $6,709+17.3% | $3,607+118.2% |
| Admin fee / account holder | $700 | $5,958-88.3% | $10,261-93.2% | $5,124-86.3% |