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 | $126,459 | $71,050+78.0% | $93,606+35.1% | $80,856+56.4% |
| Participation rate | 80.3% | 60.4%+19.9pp | 68.7%+11.6pp | 67.6%+12.6pp |
| Annual return | 11.73% | 11.26%+0.5pp | 133.20%-121.5pp | 35.59%-23.9pp |
| Employer contribution / active EE | $1,567 | $1,564+0.2% | $2,420-35.3% | $2,755-43.1% |
| Participant deferral / active EE | $7,706 | $4,034+91.0% | $4,411+74.7% | $4,296+79.4% |
| Admin fee / account holder | $15,118 | $6,945+117.7% | $8,285+82.5% | $6,918+118.5% |