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 | $106,686 | $81,625+30.7% | $167,512-36.3% | $74,304+43.6% |
| Participation rate | 75.2% | 60.0%+15.2pp | 77.1%-1.8pp | 60.3%+14.9pp |
| Annual return | 19.42% | 26.09%-6.7pp | 1615.79%-1596.4pp | 29.43%-10.0pp |
| Employer contribution / active EE | $1,633 | $2,010-18.8% | $3,882-57.9% | $2,241-27.1% |
| Participant deferral / active EE | $8,186 | $4,115+98.9% | $6,405+27.8% | $3,767+117.3% |
| Admin fee / account holder | $2,570 | $3,474-26.0% | $9,769-73.7% | $2,969-13.4% |