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 | $125,580 | $83,477+50.4% | $125,175+0.3% | $72,985+72.1% |
| Participation rate | 95.1% | 73.3%+21.8pp | 79.8%+15.3pp | 69.5%+25.6pp |
| Annual return | 24.49% | 25.78%-1.3pp | 43.79%-19.3pp | 81.00%-56.5pp |
| Employer contribution / active EE | $3,695 | $2,345+57.6% | $3,865-4.4% | $2,440+51.4% |
| Participant deferral / active EE | $6,760 | $3,585+88.6% | $4,937+36.9% | $3,607+87.4% |
| Admin fee / account holder | $2,998 | $5,517-45.7% | $9,702-69.1% | $5,124-41.5% |