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 | $134,070 | $100,041+34.0% | $149,718-10.5% | $70,131+91.2% |
| Participation rate | 85.2% | 83.6%+1.6pp | 87.1%-1.9pp | 69.5%+15.6pp |
| Annual return | 14.06% | 27.43%-13.4pp | 1501.63%-1487.6pp | 73.14%-59.1pp |
| Employer contribution / active EE | $1,962 | $3,662-46.4% | $5,445-64.0% | $2,342-16.2% |
| Participant deferral / active EE | $3,988 | $4,983-20.0% | $6,569-39.3% | $3,332+19.7% |
| Admin fee / account holder | $59,829 | $8,286+622.0% | $11,283+430.3% | $4,645+1187.9% |