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 | $129,334 | $99,079+30.5% | $77,999+65.8% | $273,961-52.8% |
| Participation rate | 85.0% | 78.6%+6.4pp | 75.5%+9.5pp | 83.0%+2.0pp |
| Annual return | 5.53% | 217.93%-212.4pp | 425.96%-420.4pp | 41.45%-35.9pp |
| Employer contribution / active EE | $1,725 | $3,308-47.8% | $2,470-30.2% | $4,869-64.6% |
| Participant deferral / active EE | $2,640 | $4,306-38.7% | $3,497-24.5% | $5,287-50.1% |
| Admin fee / account holder | $5,151 | $8,954-42.5% | $5,480-6.0% | $10,132-49.2% |