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 | $93,818 | $83,337+12.6% | $67,834+38.3% | $273,961-65.8% |
| Participation rate | 84.6% | 76.4%+8.2pp | 68.8%+15.8pp | 83.0%+1.6pp |
| Annual return | 18.71% | 259.45%-240.7pp | 138.47%-119.8pp | 41.45%-22.7pp |
| Employer contribution / active EE | $4,017 | $3,287+22.2% | $2,403+67.1% | $4,869-17.5% |
| Participant deferral / active EE | $6,007 | $4,088+46.9% | $3,160+90.1% | $5,287+13.6% |
| Admin fee / account holder | $775 | $6,752-88.5% | $4,622-83.2% | $10,132-92.3% |