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 | $120,346 | $77,634+55.0% | $156,549-23.1% | $62,891+91.4% |
| Participation rate | 72.6% | 71.2%+1.4pp | 84.0%-11.4pp | 69.3%+3.3pp |
| Annual return | 8.03% | 50.32%-42.3pp | 32.23%-24.2pp | 20.14%-12.1pp |
| Employer contribution / active EE | $2,054 | $3,444-40.4% | $5,501-62.7% | $2,281-9.9% |
| Participant deferral / active EE | $4,403 | $3,045+44.6% | $4,871-9.6% | $3,203+37.5% |
| Admin fee / account holder | $324 | $5,561-94.2% | $13,027-97.5% | $4,296-92.5% |