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 | $129,006 | $89,355+44.4% | $141,162-8.6% | $72,985+76.8% |
| Participation rate | 75.8% | 75.1%+0.7pp | 82.5%-6.7pp | 69.5%+6.3pp |
| Annual return | 26.24% | 111.85%-85.6pp | 71.39%-45.1pp | 81.00%-54.8pp |
| Employer contribution / active EE | $3,022 | $3,114-3.0% | $4,735-36.2% | $2,440+23.8% |
| Participant deferral / active EE | $7,151 | $5,418+32.0% | $6,709+6.6% | $3,607+98.2% |
| Admin fee / account holder | $1,520 | $5,958-74.5% | $10,261-85.2% | $5,124-70.3% |