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 | $131,127 | $76,367+71.7% | $93,606+40.1% | $72,985+79.7% |
| Participation rate | 100.0% | 71.7%+28.3pp | 75.8%+24.2pp | 69.5%+30.5pp |
| Annual return | 19.51% | 25.82%-6.3pp | 32.76%-13.2pp | 81.00%-61.5pp |
| Employer contribution / active EE | $1,206 | $2,275-47.0% | $2,718-55.6% | $2,440-50.6% |
| Participant deferral / active EE | $5,878 | $3,538+66.1% | $4,069+44.5% | $3,607+62.9% |
| Admin fee / account holder | $4,266 | $6,838-37.6% | $7,888-45.9% | $5,124-16.8% |