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 | $122,595 | $99,985+22.6% | $146,665-16.4% | $85,850+42.8% |
| Participation rate | 96.9% | 73.1%+23.8pp | 80.1%+16.8pp | 69.3%+27.6pp |
| Annual return | 14.96% | 18.93%-4.0pp | 22.74%-7.8pp | 318.53%-303.6pp |
| Employer contribution / active EE | $1,590 | $2,559-37.8% | $4,136-61.6% | $2,565-38.0% |
| Participant deferral / active EE | $3,004 | $4,006-25.0% | $5,506-45.4% | $3,952-24.0% |
| Admin fee / account holder | $11,971 | $7,702+55.4% | $10,280+16.5% | $6,260+91.2% |