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 | $133,940 | $102,382+30.8% | $147,005-8.9% | $80,874+65.6% |
| Participation rate | 89.7% | 75.8%+13.9pp | 82.2%+7.6pp | 67.6%+22.1pp |
| Annual return | 15.89% | 134.89%-119.0pp | 418.76%-402.9pp | 35.62%-19.7pp |
| Employer contribution / active EE | $2,983 | $3,715-19.7% | $4,934-39.5% | $2,756+8.3% |
| Participant deferral / active EE | $6,305 | $6,646-5.1% | $8,070-21.9% | $4,297+46.7% |
| Admin fee / account holder | $3,132 | $7,942-60.6% | $13,006-75.9% | $6,935-54.8% |