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 | $86,905 | $50,958+70.5% | $74,550+16.6% | $64,186+35.4% |
| Participation rate | 79.7% | 61.1%+18.6pp | 69.1%+10.5pp | 69.6%+10.1pp |
| Annual return | 1.68% | -1.86%+3.5pp | 32.53%-30.9pp | 7.63%-6.0pp |
| Employer contribution / active EE | $16,486 | $1,115+1378.2% | $1,961+740.7% | $2,381+592.5% |
| Participant deferral / active EE | $0 | $2,301-100.0% | $3,108-100.0% | $3,470-100.0% |
| Admin fee / account holder | $11,220 | $4,223+165.7% | $5,060+121.8% | $4,888+129.5% |