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 | $137,233 | $109,413+25.4% | $156,263-12.2% | $84,808+61.8% |
| Participation rate | 91.5% | 72.7%+18.8pp | 78.9%+12.6pp | 68.3%+23.2pp |
| Annual return | 27.91% | 20.18%+7.7pp | 59.47%-31.6pp | 40.90%-13.0pp |
| Employer contribution / active EE | $2,791 | $2,907-4.0% | $4,333-35.6% | $2,631+6.1% |
| Participant deferral / active EE | $8,672 | $4,590+88.9% | $6,158+40.8% | $4,212+105.9% |
| Admin fee / account holder | $4,803 | $9,357-48.7% | $14,255-66.3% | $7,344-34.6% |