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 | $127,193 | $88,083+44.4% | $164,813-22.8% | $74,495+70.7% |
| Participation rate | 72.5% | 73.0%-0.6pp | 78.6%-6.1pp | 67.2%+5.3pp |
| Annual return | 14.95% | 17.26%-2.3pp | 69.93%-55.0pp | 1364.94%-1350.0pp |
| Employer contribution / active EE | $931 | $2,593-64.1% | $4,341-78.5% | $2,623-64.5% |
| Participant deferral / active EE | $2,513 | $4,498-44.1% | $6,031-58.3% | $4,346-42.2% |
| Admin fee / account holder | $5,089 | $2,234+127.8% | $12,690-59.9% | $1,942+162.1% |