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 | $122,045 | $99,877+22.2% | $84,966+43.6% | $145,922-16.4% |
| Participation rate | 90.5% | 74.1%+16.4pp | 67.5%+23.0pp | 80.3%+10.2pp |
| Annual return | 12.70% | 83.76%-71.1pp | 66.38%-53.7pp | 561.29%-548.6pp |
| Employer contribution / active EE | $2,694 | $3,231-16.6% | $2,727-1.2% | $4,660-42.2% |
| Participant deferral / active EE | $4,611 | $5,291-12.9% | $4,519+2.0% | $6,688-31.1% |
| Admin fee / account holder | $6,533 | $7,248-9.9% | $6,149+6.3% | $13,397-51.2% |