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 | $129,849 | $99,985+29.9% | $146,665-11.5% | $85,850+51.3% |
| Participation rate | 70.3% | 73.1%-2.8pp | 80.1%-9.8pp | 69.3%+1.0pp |
| Annual return | 14.60% | 18.93%-4.3pp | 22.74%-8.1pp | 318.53%-303.9pp |
| Employer contribution / active EE | $4,047 | $2,559+58.2% | $4,136-2.2% | $2,565+57.8% |
| Participant deferral / active EE | $3,153 | $4,006-21.3% | $5,506-42.7% | $3,952-20.2% |
| Admin fee / account holder | $16,629 | $7,702+115.9% | $10,280+61.8% | $6,260+165.7% |