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 | $125,703 | $99,985+25.7% | $146,665-14.3% | $85,850+46.4% |
| Participation rate | 73.3% | 73.1%+0.3pp | 80.1%-6.7pp | 69.3%+4.0pp |
| Annual return | 15.47% | 18.93%-3.5pp | 22.74%-7.3pp | 318.53%-303.1pp |
| Employer contribution / active EE | $2,798 | $2,559+9.4% | $4,136-32.3% | $2,565+9.1% |
| Participant deferral / active EE | $5,150 | $4,006+28.6% | $5,506-6.5% | $3,952+30.3% |
| Admin fee / account holder | $41,256 | $7,702+435.6% | $10,280+301.3% | $6,260+559.1% |