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 | $125,973 | $77,899+61.7% | $149,673-15.8% | $75,163+67.6% |
| Participation rate | 86.0% | 65.6%+20.5pp | 78.8%+7.3pp | 67.2%+18.9pp |
| Annual return | 16.53% | 31.72%-15.2pp | 134.42%-117.9pp | 160.62%-144.1pp |
| Employer contribution / active EE | $2,559 | $3,137-18.4% | $4,818-46.9% | $2,670-4.1% |
| Participant deferral / active EE | $5,523 | $3,411+61.9% | $5,680-2.8% | $4,125+33.9% |
| Admin fee / account holder | $3,248 | $5,956-45.5% | $13,210-75.4% | $5,651-42.5% |