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 | $105,799 | $99,079+6.8% | $77,999+35.6% | $273,961-61.4% |
| Participation rate | 80.0% | 78.6%+1.4pp | 75.5%+4.5pp | 83.0%-3.0pp |
| Annual return | 6.79% | 217.93%-211.1pp | 425.96%-419.2pp | 41.45%-34.7pp |
| Employer contribution / active EE | $3,859 | $3,308+16.7% | $2,470+56.2% | $4,869-20.7% |
| Participant deferral / active EE | $12,264 | $4,306+184.8% | $3,497+250.7% | $5,287+132.0% |
| Admin fee / account holder | $344 | $8,954-96.2% | $5,480-93.7% | $10,132-96.6% |