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 | $135,965 | $78,672+72.8% | $109,143+24.6% | $85,850+58.4% |
| Participation rate | 72.1% | 68.3%+3.8pp | 75.9%-3.8pp | 69.3%+2.8pp |
| Annual return | 15.63% | 25.09%-9.5pp | 25.75%-10.1pp | 318.53%-302.9pp |
| Employer contribution / active EE | $1,383 | $2,735-49.4% | $3,722-62.8% | $2,565-46.1% |
| Participant deferral / active EE | $3,176 | $3,467-8.4% | $4,653-31.7% | $3,952-19.6% |
| Admin fee / account holder | $15,382 | $5,469+181.3% | $6,752+127.8% | $6,260+145.7% |