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 | $137,517 | $89,355+53.9% | $141,162-2.6% | $72,985+88.4% |
| Participation rate | 92.3% | 75.1%+17.2pp | 82.5%+9.8pp | 69.5%+22.8pp |
| Annual return | 19.91% | 111.85%-91.9pp | 71.39%-51.5pp | 81.00%-61.1pp |
| Employer contribution / active EE | $2,684 | $3,114-13.8% | $4,735-43.3% | $2,440+10.0% |
| Participant deferral / active EE | $5,004 | $5,418-7.6% | $6,709-25.4% | $3,607+38.7% |
| Admin fee / account holder | $2,904 | $5,958-51.3% | $10,261-71.7% | $5,124-43.3% |