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 | $133,738 | $99,985+33.8% | $146,665-8.8% | $85,850+55.8% |
| Participation rate | 90.5% | 73.1%+17.4pp | 80.1%+10.4pp | 69.3%+21.2pp |
| Annual return | 12.25% | 18.93%-6.7pp | 22.74%-10.5pp | 318.53%-306.3pp |
| Employer contribution / active EE | $2,057 | $2,559-19.6% | $4,136-50.3% | $2,565-19.8% |
| Participant deferral / active EE | $5,747 | $4,006+43.5% | $5,506+4.4% | $3,952+45.4% |
| Admin fee / account holder | $3,385 | $7,702-56.1% | $10,280-67.1% | $6,260-45.9% |