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 | $127,093 | $89,355+42.2% | $141,162-10.0% | $72,985+74.1% |
| Participation rate | 96.6% | 75.1%+21.4pp | 82.5%+14.1pp | 69.5%+27.1pp |
| Annual return | 24.05% | 111.85%-87.8pp | 71.39%-47.3pp | 81.00%-57.0pp |
| Employer contribution / active EE | $1,443 | $3,114-53.7% | $4,735-69.5% | $2,440-40.8% |
| Participant deferral / active EE | $7,903 | $5,418+45.9% | $6,709+17.8% | $3,607+119.1% |
| Admin fee / account holder | $2,137 | $5,958-64.1% | $10,261-79.2% | $5,124-58.3% |