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 | $129,053 | $86,922+48.5% | $102,438+26.0% | $80,874+59.6% |
| Participation rate | 90.0% | 72.4%+17.6pp | 76.5%+13.5pp | 67.6%+22.4pp |
| Annual return | 13.93% | 18.90%-5.0pp | 29.37%-15.4pp | 35.62%-21.7pp |
| Employer contribution / active EE | $1,891 | $2,369-20.2% | $3,024-37.5% | $2,756-31.4% |
| Participant deferral / active EE | $6,565 | $4,119+59.4% | $5,054+29.9% | $4,297+52.8% |
| Admin fee / account holder | $2,386 | $8,050-70.4% | $9,448-74.7% | $6,935-65.6% |