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 | $135,323 | $123,793+9.3% | $177,821-23.9% | $79,858+69.5% |
| Participation rate | 89.2% | 84.7%+4.5pp | 87.7%+1.5pp | 69.6%+19.6pp |
| Annual return | 12.08% | 22.82%-10.7pp | 48.32%-36.2pp | 31.71%-19.6pp |
| Employer contribution / active EE | $10,377 | $4,095+153.4% | $5,918+75.3% | $2,471+320.0% |
| Participant deferral / active EE | $10,445 | $5,956+75.4% | $7,714+35.4% | $3,740+179.3% |
| Admin fee / account holder | $32,194 | $7,243+344.5% | $12,427+159.1% | $5,306+506.7% |