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 | $110,392 | $70,428+56.7% | $96,562+14.3% | $85,850+28.6% |
| Participation rate | 84.4% | 61.8%+22.6pp | 69.8%+14.6pp | 69.3%+15.1pp |
| Annual return | 17.48% | 18.59%-1.1pp | 37.78%-20.3pp | 318.53%-301.1pp |
| Employer contribution / active EE | $1,337 | $1,413-5.4% | $2,356-43.3% | $2,565-47.9% |
| Participant deferral / active EE | $5,476 | $2,894+89.2% | $3,849+42.3% | $3,952+38.6% |
| Admin fee / account holder | $9,166 | $4,997+83.4% | $6,181+48.3% | $6,260+46.4% |