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 | $129,584 | $148,978-13.0% | $200,582-35.4% | $84,808+52.8% |
| Participation rate | 97.9% | 84.2%+13.6pp | 86.9%+11.0pp | 68.3%+29.6pp |
| Annual return | 16.91% | 28.16%-11.3pp | 42.33%-25.4pp | 40.90%-24.0pp |
| Employer contribution / active EE | $2,949 | $4,815-38.8% | $6,419-54.1% | $2,631+12.1% |
| Participant deferral / active EE | $9,589 | $7,142+34.3% | $9,331+2.8% | $4,212+127.7% |
| Admin fee / account holder | $9,915 | $13,977-29.1% | $16,305-39.2% | $7,344+35.0% |