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 | $127,404 | $99,985+27.4% | $146,665-13.1% | $85,850+48.4% |
| Participation rate | 96.0% | 73.1%+22.9pp | 80.1%+15.9pp | 69.3%+26.7pp |
| Annual return | 15.11% | 18.93%-3.8pp | 22.74%-7.6pp | 318.53%-303.4pp |
| Employer contribution / active EE | $1,348 | $2,559-47.3% | $4,136-67.4% | $2,565-47.5% |
| Participant deferral / active EE | $3,840 | $4,006-4.1% | $5,506-30.3% | $3,952-2.8% |
| Admin fee / account holder | $8,444 | $7,702+9.6% | $10,280-17.9% | $6,260+34.9% |