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 | $84,475 | $40,256+109.8% | $57,343+47.3% | $59,632+41.7% |
| Participation rate | 97.4% | 69.2%+28.3pp | 75.1%+22.3pp | 68.7%+28.8pp |
| Annual return | 2.21% | 27.49%-25.3pp | 24.39%-22.2pp | 2041.28%-2039.1pp |
| Employer contribution / active EE | $5,657 | $1,922+194.4% | $2,689+110.4% | $2,203+156.9% |
| Participant deferral / active EE | $1,306 | $2,399-45.6% | $3,162-58.7% | $3,192-59.1% |
| Admin fee / account holder | $3,072 | $2,818+9.0% | $3,356-8.5% | $4,297-28.5% |