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 | $123,214 | $89,753+37.3% | $107,525+14.6% | $84,808+45.3% |
| Participation rate | 78.6% | 68.1%+10.5pp | 75.1%+3.5pp | 68.3%+10.3pp |
| Annual return | 12.90% | 29.48%-16.6pp | 181.32%-168.4pp | 40.90%-28.0pp |
| Employer contribution / active EE | $3,130 | $3,113+0.5% | $3,754-16.6% | $2,631+19.0% |
| Participant deferral / active EE | $7,476 | $4,056+84.3% | $5,116+46.1% | $4,212+77.5% |
| Admin fee / account holder | $25,390 | $7,222+251.6% | $8,919+184.7% | $7,344+245.7% |