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 | $125,331 | $78,672+59.3% | $109,143+14.8% | $85,850+46.0% |
| Participation rate | 75.9% | 68.3%+7.6pp | 75.9%0pp | 69.3%+6.5pp |
| Annual return | 13.47% | 25.09%-11.6pp | 25.75%-12.3pp | 318.53%-305.1pp |
| Employer contribution / active EE | $2,395 | $2,735-12.4% | $3,722-35.7% | $2,565-6.6% |
| Participant deferral / active EE | $3,336 | $3,467-3.8% | $4,653-28.3% | $3,952-15.6% |
| Admin fee / account holder | $8,250 | $5,469+50.8% | $6,752+22.2% | $6,260+31.8% |