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 | $134,758 | $81,632+65.1% | $70,449+91.3% | $158,922-15.2% |
| Participation rate | 78.3% | 77.7%+0.5pp | 75.1%+3.2pp | 82.0%-3.7pp |
| Annual return | 7.85% | 208.40%-200.6pp | 109.03%-101.2pp | 302.83%-295.0pp |
| Employer contribution / active EE | $2,674 | $3,217-16.9% | $2,737-2.3% | $4,761-43.8% |
| Participant deferral / active EE | $6,898 | $4,554+51.5% | $3,709+86.0% | $5,982+15.3% |
| Admin fee / account holder | $18,755 | $6,193+202.9% | $3,845+387.8% | $11,246+66.8% |