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 | $134,679 | $89,355+50.7% | $141,162-4.6% | $72,985+84.5% |
| Participation rate | 79.5% | 75.1%+4.4pp | 82.5%-3.0pp | 69.5%+10.0pp |
| Annual return | 21.93% | 111.85%-89.9pp | 71.39%-49.5pp | 81.00%-59.1pp |
| Employer contribution / active EE | $1,393 | $3,114-55.3% | $4,735-70.6% | $2,440-42.9% |
| Participant deferral / active EE | $6,862 | $5,418+26.6% | $6,709+2.3% | $3,607+90.2% |
| Admin fee / account holder | $8,699 | $5,958+46.0% | $10,261-15.2% | $5,124+69.8% |