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 | $126,192 | $102,317+23.3% | $146,958-14.1% | $80,856+56.1% |
| Participation rate | 92.5% | 75.8%+16.7pp | 82.2%+10.3pp | 67.6%+24.9pp |
| Annual return | 14.34% | 134.76%-120.4pp | 418.34%-404.0pp | 35.59%-21.3pp |
| Employer contribution / active EE | $3,449 | $3,713-7.1% | $4,933-30.1% | $2,755+25.2% |
| Participant deferral / active EE | $8,164 | $6,644+22.9% | $8,070+1.2% | $4,296+90.1% |
| Admin fee / account holder | $3,524 | $7,941-55.6% | $12,998-72.9% | $6,918-49.1% |