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 | $125,343 | $112,881+11.0% | $90,951+37.8% | $158,922-21.1% |
| Participation rate | 84.6% | 74.7%+9.9pp | 69.0%+15.6pp | 82.0%+2.7pp |
| Annual return | 9.93% | 215.79%-205.9pp | 134.60%-124.7pp | 302.83%-292.9pp |
| Employer contribution / active EE | $2,259 | $2,893-21.9% | $2,122+6.5% | $4,761-52.6% |
| Participant deferral / active EE | $2,349 | $4,128-43.1% | $3,373-30.4% | $5,982-60.7% |
| Admin fee / account holder | $4,086 | $8,041-49.2% | $5,959-31.4% | $11,246-63.7% |