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 | $118,784 | $65,041+82.6% | $90,951+30.6% | $79,858+48.7% |
| Participation rate | 95.0% | 61.6%+33.4pp | 69.0%+26.0pp | 69.6%+25.4pp |
| Annual return | 15.20% | 30.45%-15.3pp | 134.60%-119.4pp | 31.71%-16.5pp |
| Employer contribution / active EE | $1,062 | $1,247-14.9% | $2,122-50.0% | $2,471-57.0% |
| Participant deferral / active EE | $7,447 | $2,512+196.5% | $3,373+120.8% | $3,740+99.1% |
| Admin fee / account holder | $3,926 | $4,536-13.5% | $5,959-34.1% | $5,306-26.0% |