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 | $129,593 | $100,923+28.4% | $150,045-13.6% | $74,304+74.4% |
| Participation rate | 72.0% | 70.1%+1.9pp | 82.3%-10.4pp | 60.3%+11.6pp |
| Annual return | 19.69% | 51.77%-32.1pp | 62.55%-42.9pp | 29.43%-9.7pp |
| Employer contribution / active EE | $1,610 | $3,463-53.5% | $4,693-65.7% | $2,241-28.1% |
| Participant deferral / active EE | $5,037 | $6,709-24.9% | $7,997-37.0% | $3,767+33.7% |
| Admin fee / account holder | $652 | $2,767-76.4% | $13,435-95.1% | $2,969-78.0% |