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 | $127,950 | $76,407+67.5% | $150,298-14.9% | $82,448+55.2% |
| Participation rate | 91.1% | 66.4%+24.7pp | 77.8%+13.4pp | 68.1%+23.0pp |
| Annual return | 14.50% | 39.99%-25.5pp | 62.79%-48.3pp | 41.64%-27.1pp |
| Employer contribution / active EE | $8,273 | $2,614+216.5% | $4,154+99.1% | $2,551+224.3% |
| Participant deferral / active EE | $7,240 | $3,214+125.2% | $5,453+32.8% | $4,139+74.9% |
| Admin fee / account holder | $6,505 | $6,352+2.4% | $14,116-53.9% | $7,234-10.1% |