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 | $126,192 | $108,825+16.0% | $156,181-19.2% | $82,448+53.1% |
| Participation rate | 77.8% | 72.4%+5.4pp | 78.8%-1.1pp | 68.1%+9.7pp |
| Annual return | 32.36% | 20.59%+11.8pp | 64.87%-32.5pp | 41.64%-9.3pp |
| Employer contribution / active EE | $3,021 | $2,870+5.3% | $4,294-29.7% | $2,551+18.4% |
| Participant deferral / active EE | $7,197 | $4,577+57.2% | $6,132+17.4% | $4,139+73.9% |
| Admin fee / account holder | $19,872 | $9,341+112.7% | $14,586+36.2% | $7,234+174.7% |