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 | $145,162 | $89,355+62.5% | $141,162+2.8% | $72,985+98.9% |
| Participation rate | 76.3% | 75.1%+1.2pp | 82.5%-6.2pp | 69.5%+6.8pp |
| Annual return | 22.46% | 111.85%-89.4pp | 71.39%-48.9pp | 81.00%-58.5pp |
| Employer contribution / active EE | $3,906 | $3,114+25.4% | $4,735-17.5% | $2,440+60.1% |
| Participant deferral / active EE | $6,541 | $5,418+20.7% | $6,709-2.5% | $3,607+81.3% |
| Admin fee / account holder | $4,307 | $5,958-27.7% | $10,261-58.0% | $5,124-16.0% |