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 | $127,336 | $98,750+28.9% | $149,696-14.9% | $79,858+59.5% |
| Participation rate | 79.5% | 75.8%+3.8pp | 82.5%-2.9pp | 69.6%+9.9pp |
| Annual return | 21.47% | 27.43%-6.0pp | 276.60%-255.1pp | 31.71%-10.2pp |
| Employer contribution / active EE | $2,583 | $3,216-19.7% | $4,644-44.4% | $2,471+4.5% |
| Participant deferral / active EE | $4,952 | $5,680-12.8% | $6,842-27.6% | $3,740+32.4% |
| Admin fee / account holder | $5,475 | $6,053-9.5% | $9,309-41.2% | $5,306+3.2% |