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 | $134,848 | $84,233+60.1% | $170,442-20.9% | $70,131+92.3% |
| Participation rate | 88.1% | 70.8%+17.2pp | 83.6%+4.5pp | 69.5%+18.5pp |
| Annual return | 12.88% | 23.06%-10.2pp | 205.93%-193.1pp | 73.14%-60.3pp |
| Employer contribution / active EE | $3,301 | $3,387-2.5% | $5,433-39.2% | $2,342+40.9% |
| Participant deferral / active EE | $5,721 | $3,086+85.4% | $4,939+15.8% | $3,332+71.7% |
| Admin fee / account holder | $7,561 | $5,698+32.7% | $13,880-45.5% | $4,645+62.8% |