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 | $129,661 | $102,382+26.6% | $147,005-11.8% | $80,874+60.3% |
| Participation rate | 91.1% | 75.8%+15.2pp | 82.2%+8.9pp | 67.6%+23.4pp |
| Annual return | 13.41% | 134.89%-121.5pp | 418.76%-405.4pp | 35.62%-22.2pp |
| Employer contribution / active EE | $2,679 | $3,715-27.9% | $4,934-45.7% | $2,756-2.8% |
| Participant deferral / active EE | $8,182 | $6,646+23.1% | $8,070+1.4% | $4,297+90.4% |
| Admin fee / account holder | $12,539 | $7,942+57.9% | $13,006-3.6% | $6,935+80.8% |