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 | $128,060 | $100,041+28.0% | $149,718-14.5% | $70,131+82.6% |
| Participation rate | 91.4% | 83.6%+7.8pp | 87.1%+4.3pp | 69.5%+21.8pp |
| Annual return | 14.71% | 27.43%-12.7pp | 1501.63%-1486.9pp | 73.14%-58.4pp |
| Employer contribution / active EE | $1,451 | $3,662-60.4% | $5,445-73.4% | $2,342-38.1% |
| Participant deferral / active EE | $4,409 | $4,983-11.5% | $6,569-32.9% | $3,332+32.3% |
| Admin fee / account holder | $4,396 | $8,286-46.9% | $11,283-61.0% | $4,645-5.4% |