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 | $130,486 | $117,859+10.7% | $102,438+27.4% | $145,959-10.6% |
| Participation rate | 70.6% | 78.6%-8.0pp | 76.5%-5.9pp | 80.3%-9.7pp |
| Annual return | 9.65% | 31.72%-22.1pp | 29.37%-19.7pp | 561.95%-552.3pp |
| Employer contribution / active EE | $1,709 | $3,615-52.7% | $3,024-43.5% | $4,661-63.3% |
| Participant deferral / active EE | $4,416 | $5,732-23.0% | $5,054-12.6% | $6,689-34.0% |
| Admin fee / account holder | $33,456 | $13,318+151.2% | $9,448+254.1% | $13,398+149.7% |