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 | $135,351 | $101,724+33.1% | $164,813-17.9% | $80,856+67.4% |
| Participation rate | 81.0% | 71.8%+9.2pp | 78.6%+2.4pp | 67.6%+13.4pp |
| Annual return | 15.65% | 16.72%-1.1pp | 69.93%-54.3pp | 35.59%-19.9pp |
| Employer contribution / active EE | $1,650 | $2,953-44.1% | $4,341-62.0% | $2,755-40.1% |
| Participant deferral / active EE | $3,803 | $4,477-15.1% | $6,031-36.9% | $4,296-11.5% |
| Admin fee / account holder | $13,382 | $8,227+62.6% | $12,690+5.5% | $6,918+93.4% |