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 | $136,952 | $73,933+85.2% | $96,683+41.7% | $75,163+82.2% |
| Participation rate | 80.5% | 66.4%+14.1pp | 74.3%+6.2pp | 67.2%+13.3pp |
| Annual return | 16.39% | 26.70%-10.3pp | 35.69%-19.3pp | 160.62%-144.2pp |
| Employer contribution / active EE | $2,891 | $2,928-1.3% | $3,737-22.6% | $2,670+8.3% |
| Participant deferral / active EE | $8,480 | $3,659+131.8% | $4,878+73.8% | $4,125+105.6% |
| Admin fee / account holder | $8,329 | $5,216+59.7% | $6,730+23.8% | $5,651+47.4% |