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 | $89,906 | $91,190-1.4% | $178,490-49.6% | $79,858+12.6% |
| Participation rate | 72.9% | 69.2%+3.7pp | 81.9%-9.0pp | 69.6%+3.3pp |
| Annual return | 16.64% | 24.19%-7.6pp | 151.07%-134.4pp | 31.71%-15.1pp |
| Employer contribution / active EE | $4,680 | $3,256+43.7% | $5,011-6.6% | $2,471+89.4% |
| Participant deferral / active EE | $2,652 | $3,236-18.0% | $5,202-49.0% | $3,740-29.1% |
| Admin fee / account holder | $375 | $6,751-94.4% | $13,984-97.3% | $5,306-92.9% |