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 | $135,690 | $86,286+57.3% | $111,297+21.9% | $85,850+58.1% |
| Participation rate | 75.9% | 73.3%+2.6pp | 77.3%-1.4pp | 69.3%+6.6pp |
| Annual return | 13.12% | 19.99%-6.9pp | 54.65%-41.5pp | 318.53%-305.4pp |
| Employer contribution / active EE | $1,909 | $2,043-6.6% | $2,731-30.1% | $2,565-25.6% |
| Participant deferral / active EE | $4,151 | $3,641+14.0% | $4,487-7.5% | $3,952+5.0% |
| Admin fee / account holder | $1,399 | $8,188-82.9% | $7,964-82.4% | $6,260-77.6% |