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 | $133,206 | $81,248+63.9% | $155,509-14.3% | $80,856+64.7% |
| Participation rate | 74.5% | 66.2%+8.3pp | 78.2%-3.7pp | 67.6%+6.9pp |
| Annual return | 13.59% | 33.31%-19.7pp | 64.67%-51.1pp | 35.59%-22.0pp |
| Employer contribution / active EE | $2,330 | $3,100-24.9% | $4,672-50.1% | $2,755-15.4% |
| Participant deferral / active EE | $4,670 | $3,452+35.3% | $5,626-17.0% | $4,296+8.7% |
| Admin fee / account holder | $12,624 | $7,997+57.9% | $15,912-20.7% | $6,918+82.5% |