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 | $130,386 | $102,382+27.4% | $147,005-11.3% | $80,874+61.2% |
| Participation rate | 98.4% | 75.8%+22.5pp | 82.2%+16.2pp | 67.6%+30.7pp |
| Annual return | 16.05% | 134.89%-118.8pp | 418.76%-402.7pp | 35.62%-19.6pp |
| Employer contribution / active EE | $3,080 | $3,715-17.1% | $4,934-37.6% | $2,756+11.8% |
| Participant deferral / active EE | $8,556 | $6,646+28.7% | $8,070+6.0% | $4,297+99.1% |
| Admin fee / account holder | $5,212 | $7,942-34.4% | $13,006-59.9% | $6,935-24.8% |