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 | $135,899 | $80,717+68.4% | $154,803-12.2% | $84,808+60.2% |
| Participation rate | 79.7% | 66.8%+12.9pp | 78.1%+1.6pp | 68.3%+11.4pp |
| Annual return | 14.67% | 37.96%-23.3pp | 58.88%-44.2pp | 40.90%-26.2pp |
| Employer contribution / active EE | $6,533 | $2,761+136.6% | $4,305+51.7% | $2,631+148.3% |
| Participant deferral / active EE | $3,704 | $3,303+12.1% | $5,540-33.2% | $4,212-12.1% |
| Admin fee / account holder | $2,626 | $6,746-61.1% | $14,329-81.7% | $7,344-64.2% |