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 | $121,044 | $99,985+21.1% | $146,665-17.5% | $85,850+41.0% |
| Participation rate | 78.8% | 73.1%+5.7pp | 80.1%-1.3pp | 69.3%+9.5pp |
| Annual return | 14.57% | 18.93%-4.4pp | 22.74%-8.2pp | 318.53%-304.0pp |
| Employer contribution / active EE | $1,686 | $2,559-34.1% | $4,136-59.2% | $2,565-34.3% |
| Participant deferral / active EE | $4,106 | $4,006+2.5% | $5,506-25.4% | $3,952+3.9% |
| Admin fee / account holder | $13,345 | $7,702+73.3% | $10,280+29.8% | $6,260+113.2% |