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 | $114,888 | $77,899+47.5% | $149,673-23.2% | $75,163+52.9% |
| Participation rate | 76.5% | 65.6%+10.9pp | 78.8%-2.3pp | 67.2%+9.3pp |
| Annual return | 15.32% | 31.72%-16.4pp | 134.42%-119.1pp | 160.62%-145.3pp |
| Employer contribution / active EE | $3,007 | $3,137-4.2% | $4,818-37.6% | $2,670+12.6% |
| Participant deferral / active EE | $6,443 | $3,411+88.9% | $5,680+13.4% | $4,125+56.2% |
| Admin fee / account holder | $11,644 | $5,956+95.5% | $13,210-11.9% | $5,651+106.1% |