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 | $136,760 | $78,422+74.4% | $95,952+42.5% | $79,858+71.3% |
| Participation rate | 83.0% | 73.5%+9.5pp | 77.1%+5.9pp | 69.6%+13.4pp |
| Annual return | 19.58% | 19.37%+0.2pp | 91.61%-72.0pp | 31.71%-12.1pp |
| Employer contribution / active EE | $1,890 | $1,945-2.8% | $2,541-25.6% | $2,471-23.5% |
| Participant deferral / active EE | $5,359 | $3,440+55.8% | $4,167+28.6% | $3,740+43.3% |
| Admin fee / account holder | $21,372 | $5,622+280.1% | $6,795+214.5% | $5,306+302.8% |