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 | $124,902 | $78,705+58.7% | $117,854+6.0% | $70,131+78.1% |
| Participation rate | 75.5% | 73.2%+2.3pp | 79.7%-4.2pp | 69.5%+6.0pp |
| Annual return | 13.32% | 23.30%-10.0pp | 335.08%-321.8pp | 73.14%-59.8pp |
| Employer contribution / active EE | $1,568 | $2,223-29.5% | $3,786-58.6% | $2,342-33.1% |
| Participant deferral / active EE | $3,302 | $3,297+0.2% | $4,482-26.3% | $3,332-0.9% |
| Admin fee / account holder | $923 | $5,065-81.8% | $8,020-88.5% | $4,645-80.1% |