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 | $113,616 | $78,422+44.9% | $95,952+18.4% | $79,858+42.3% |
| Participation rate | 81.8% | 73.5%+8.3pp | 77.1%+4.7pp | 69.6%+12.2pp |
| Annual return | 15.60% | 19.37%-3.8pp | 91.61%-76.0pp | 31.71%-16.1pp |
| Employer contribution / active EE | $1,299 | $1,945-33.2% | $2,541-48.9% | $2,471-47.4% |
| Participant deferral / active EE | $5,034 | $3,440+46.4% | $4,167+20.8% | $3,740+34.6% |
| Admin fee / account holder | $3,798 | $5,622-32.4% | $6,795-44.1% | $5,306-28.4% |