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 | $128,773 | $77,634+65.9% | $156,549-17.7% | $62,891+104.8% |
| Participation rate | 97.8% | 71.2%+26.6pp | 84.0%+13.8pp | 69.3%+28.5pp |
| Annual return | 5.74% | 50.32%-44.6pp | 32.23%-26.5pp | 20.14%-14.4pp |
| Employer contribution / active EE | $3,907 | $3,444+13.5% | $5,501-29.0% | $2,281+71.3% |
| Participant deferral / active EE | $5,520 | $3,045+81.3% | $4,871+13.3% | $3,203+72.3% |
| Admin fee / account holder | $5,763 | $5,561+3.6% | $13,027-55.8% | $4,296+34.2% |