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 | $136,804 | $109,881+24.5% | $150,045-8.8% | $84,808+61.3% |
| Participation rate | 94.6% | 76.1%+18.5pp | 82.3%+12.3pp | 68.3%+26.3pp |
| Annual return | 16.37% | 28.25%-11.9pp | 62.55%-46.2pp | 40.90%-24.5pp |
| Employer contribution / active EE | $2,295 | $3,561-35.5% | $4,693-51.1% | $2,631-12.8% |
| Participant deferral / active EE | $11,133 | $6,636+67.8% | $7,997+39.2% | $4,212+164.3% |
| Admin fee / account holder | $9,540 | $8,568+11.3% | $13,435-29.0% | $7,344+29.9% |