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 | $137,461 | $89,739+53.2% | $149,718-8.2% | $62,292+120.7% |
| Participation rate | 97.2% | 85.1%+12.1pp | 87.1%+10.2pp | 69.5%+27.7pp |
| Annual return | 22.42% | 21.01%+1.4pp | 1501.63%-1479.2pp | 28.90%-6.5pp |
| Employer contribution / active EE | $2,162 | $3,233-33.1% | $5,445-60.3% | $2,042+5.9% |
| Participant deferral / active EE | $5,017 | $4,797+4.6% | $6,569-23.6% | $3,169+58.3% |
| Admin fee / account holder | $8,354 | $551+1415.5% | $11,283-26.0% | $479+1642.7% |