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 | $138,558 | $109,359+26.7% | $162,163-14.6% | $72,985+89.8% |
| Participation rate | 82.1% | 84.3%-2.1pp | 87.6%-5.4pp | 69.5%+12.7pp |
| Annual return | 28.60% | 25.46%+3.1pp | 115.59%-87.0pp | 81.00%-52.4pp |
| Employer contribution / active EE | $1,436 | $3,907-63.3% | $5,614-74.4% | $2,440-41.2% |
| Participant deferral / active EE | $4,313 | $5,481-21.3% | $7,298-40.9% | $3,607+19.6% |
| Admin fee / account holder | $3,460 | $7,972-56.6% | $10,843-68.1% | $5,124-32.5% |