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 | $126,638 | $100,923+25.5% | $150,045-15.6% | $74,304+70.4% |
| Participation rate | 82.7% | 70.1%+12.6pp | 82.3%+0.4pp | 60.3%+22.3pp |
| Annual return | 15.57% | 51.77%-36.2pp | 62.55%-47.0pp | 29.43%-13.9pp |
| Employer contribution / active EE | $3,037 | $3,463-12.3% | $4,693-35.3% | $2,241+35.5% |
| Participant deferral / active EE | $6,985 | $6,709+4.1% | $7,997-12.7% | $3,767+85.4% |
| Admin fee / account holder | $13,188 | $2,767+376.7% | $13,435-1.8% | $2,969+344.2% |