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 | $127,523 | $73,933+72.5% | $96,683+31.9% | $75,163+69.7% |
| Participation rate | 86.2% | 66.4%+19.8pp | 74.3%+11.9pp | 67.2%+19.0pp |
| Annual return | 16.49% | 26.70%-10.2pp | 35.69%-19.2pp | 160.62%-144.1pp |
| Employer contribution / active EE | $3,531 | $2,928+20.6% | $3,737-5.5% | $2,670+32.2% |
| Participant deferral / active EE | $5,794 | $3,659+58.4% | $4,878+18.8% | $4,125+40.5% |
| Admin fee / account holder | $1,196 | $5,216-77.1% | $6,730-82.2% | $5,651-78.8% |