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 | $120,277 | $78,694+52.8% | $67,652+77.8% | $125,391-4.1% |
| Participation rate | 91.7% | 78.8%+12.9pp | 75.7%+16.0pp | 83.2%+8.5pp |
| Annual return | 1.18% | 9.46%-8.3pp | 6625.04%-6623.9pp | 282.22%-281.0pp |
| Employer contribution / active EE | $2,596 | $3,044-14.7% | $2,266+14.6% | $4,866-46.6% |
| Participant deferral / active EE | $9,105 | $4,292+112.1% | $3,560+155.8% | $5,352+70.1% |
| Admin fee / account holder | $730 | $7,403-90.1% | $4,821-84.8% | $9,540-92.3% |