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 | $127,786 | $89,753+42.4% | $107,525+18.8% | $84,808+50.7% |
| Participation rate | 94.3% | 68.1%+26.3pp | 75.1%+19.3pp | 68.3%+26.0pp |
| Annual return | 18.47% | 29.48%-11.0pp | 181.32%-162.8pp | 40.90%-22.4pp |
| Employer contribution / active EE | $2,755 | $3,113-11.5% | $3,754-26.6% | $2,631+4.7% |
| Participant deferral / active EE | $10,401 | $4,056+156.4% | $5,116+103.3% | $4,212+147.0% |
| Admin fee / account holder | $2,367 | $7,222-67.2% | $8,919-73.5% | $7,344-67.8% |