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 | $133,976 | $109,881+21.9% | $150,045-10.7% | $84,808+58.0% |
| Participation rate | 73.2% | 76.1%-2.9pp | 82.3%-9.2pp | 68.3%+4.9pp |
| Annual return | 15.22% | 28.25%-13.0pp | 62.55%-47.3pp | 40.90%-25.7pp |
| Employer contribution / active EE | $1,993 | $3,561-44.0% | $4,693-57.5% | $2,631-24.3% |
| Participant deferral / active EE | $4,077 | $6,636-38.6% | $7,997-49.0% | $4,212-3.2% |
| Admin fee / account holder | $16,517 | $8,568+92.8% | $13,435+22.9% | $7,344+124.9% |