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 | $130,872 | $91,190+43.5% | $178,490-26.7% | $79,858+63.9% |
| Participation rate | 97.8% | 69.2%+28.6pp | 81.9%+15.9pp | 69.6%+28.2pp |
| Annual return | 17.31% | 24.19%-6.9pp | 151.07%-133.8pp | 31.71%-14.4pp |
| Employer contribution / active EE | $2,980 | $3,256-8.5% | $5,011-40.5% | $2,471+20.6% |
| Participant deferral / active EE | $4,885 | $3,236+50.9% | $5,202-6.1% | $3,740+30.6% |
| Admin fee / account holder | $4,771 | $6,751-29.3% | $13,984-65.9% | $5,306-10.1% |