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 | $130,153 | $77,899+67.1% | $149,673-13.0% | $75,163+73.2% |
| Participation rate | 91.5% | 65.6%+25.9pp | 78.8%+12.7pp | 67.2%+24.3pp |
| Annual return | 15.16% | 31.72%-16.6pp | 134.42%-119.3pp | 160.62%-145.5pp |
| Employer contribution / active EE | $3,016 | $3,137-3.9% | $4,818-37.4% | $2,670+13.0% |
| Participant deferral / active EE | $5,980 | $3,411+75.3% | $5,680+5.3% | $4,125+45.0% |
| Admin fee / account holder | $6,388 | $5,956+7.2% | $13,210-51.6% | $5,651+13.0% |