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 | $124,564 | $71,192+75.0% | $117,854+5.7% | $62,292+100.0% |
| Participation rate | 71.0% | 74.2%-3.2pp | 79.7%-8.7pp | 69.5%+1.5pp |
| Annual return | 20.18% | 18.66%+1.5pp | 335.08%-314.9pp | 28.90%-8.7pp |
| Employer contribution / active EE | $2,517 | $1,934+30.1% | $3,786-33.5% | $2,042+23.2% |
| Participant deferral / active EE | $5,144 | $3,189+61.3% | $4,482+14.8% | $3,169+62.3% |
| Admin fee / account holder | $8,299 | $587+1313.1% | $8,020+3.5% | $479+1631.2% |