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 | $87,965 | $77,419+13.6% | $69,455+26.6% | $152,861-42.5% |
| Participation rate | 85.7% | 78.1%+7.6pp | 74.6%+11.1pp | 82.4%+3.3pp |
| Annual return | 24.60% | 39.06%-14.5pp | 28.97%-4.4pp | 345.32%-320.7pp |
| Employer contribution / active EE | $6,374 | $3,315+92.3% | $2,779+129.4% | $4,762+33.8% |
| Participant deferral / active EE | $5,894 | $4,414+33.5% | $3,535+66.7% | $5,850+0.8% |
| Admin fee / account holder | $314 | $6,207-94.9% | $3,839-91.8% | $11,596-97.3% |