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 | $127,846 | $101,724+25.7% | $164,813-22.4% | $80,856+58.1% |
| Participation rate | 77.4% | 71.8%+5.6pp | 78.6%-1.2pp | 67.6%+9.7pp |
| Annual return | 11.22% | 16.72%-5.5pp | 69.93%-58.7pp | 35.59%-24.4pp |
| Employer contribution / active EE | $2,614 | $2,953-11.5% | $4,341-39.8% | $2,755-5.1% |
| Participant deferral / active EE | $5,756 | $4,477+28.6% | $6,031-4.6% | $4,296+34.0% |
| Admin fee / account holder | $34,046 | $8,227+313.8% | $12,690+168.3% | $6,918+392.1% |