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 | $128,291 | $109,881+16.8% | $150,045-14.5% | $84,808+51.3% |
| Participation rate | 86.7% | 76.1%+10.6pp | 82.3%+4.4pp | 68.3%+18.4pp |
| Annual return | 14.81% | 28.25%-13.4pp | 62.55%-47.7pp | 40.90%-26.1pp |
| Employer contribution / active EE | $2,532 | $3,561-28.9% | $4,693-46.0% | $2,631-3.8% |
| Participant deferral / active EE | $5,356 | $6,636-19.3% | $7,997-33.0% | $4,212+27.2% |
| Admin fee / account holder | $16,905 | $8,568+97.3% | $13,435+25.8% | $7,344+130.2% |