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 | $125,928 | $77,899+61.7% | $149,673-15.9% | $75,163+67.5% |
| Participation rate | 81.6% | 65.6%+16.0pp | 78.8%+2.8pp | 67.2%+14.4pp |
| Annual return | 17.29% | 31.72%-14.4pp | 134.42%-117.1pp | 160.62%-143.3pp |
| Employer contribution / active EE | $4,230 | $3,137+34.8% | $4,818-12.2% | $2,670+58.4% |
| Participant deferral / active EE | $2,296 | $3,411-32.7% | $5,680-59.6% | $4,125-44.3% |
| Admin fee / account holder | $3,318 | $5,956-44.3% | $13,210-74.9% | $5,651-41.3% |