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 | $133,454 | $71,050+87.8% | $93,606+42.6% | $80,856+65.1% |
| Participation rate | 80.0% | 60.4%+19.6pp | 68.7%+11.3pp | 67.6%+12.4pp |
| Annual return | 13.64% | 11.26%+2.4pp | 133.20%-119.6pp | 35.59%-22.0pp |
| Employer contribution / active EE | $1,575 | $1,564+0.7% | $2,420-34.9% | $2,755-42.8% |
| Participant deferral / active EE | $5,828 | $4,034+44.5% | $4,411+32.1% | $4,296+35.7% |
| Admin fee / account holder | $11,818 | $6,945+70.2% | $8,285+42.6% | $6,918+70.8% |