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 | $127,602 | $53,822+137.1% | $75,696+68.6% | $85,850+48.6% |
| Participation rate | 87.5% | 69.1%+18.4pp | 74.8%+12.7pp | 69.3%+18.2pp |
| Annual return | 25.05% | 24.54%+0.5pp | 104.53%-79.5pp | 318.53%-293.5pp |
| Employer contribution / active EE | $0 | $2,017-100.0% | $2,743-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $6,288 | $2,895+117.2% | $3,821+64.6% | $3,952+59.1% |
| Admin fee / account holder | $1,226 | $3,343-63.3% | $3,619-66.1% | $6,260-80.4% |