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 | $123,232 | $89,355+37.9% | $141,162-12.7% | $72,985+68.8% |
| Participation rate | 83.6% | 75.1%+8.5pp | 82.5%+1.1pp | 69.5%+14.1pp |
| Annual return | 20.35% | 111.85%-91.5pp | 71.39%-51.0pp | 81.00%-60.7pp |
| Employer contribution / active EE | $2,190 | $3,114-29.7% | $4,735-53.8% | $2,440-10.2% |
| Participant deferral / active EE | $6,556 | $5,418+21.0% | $6,709-2.3% | $3,607+81.7% |
| Admin fee / account holder | $319 | $5,958-94.7% | $10,261-96.9% | $5,124-93.8% |