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 | $173,000 | $85,022+103.5% | $70,515+145.3% | $139,434+24.1% |
| Participation rate | 85.7% | 73.9%+11.8pp | 68.3%+17.4pp | 80.3%+5.4pp |
| Annual return | 26.49% | 30.38%-3.9pp | 32.77%-6.3pp | 372.94%-346.5pp |
| Employer contribution / active EE | $9,875 | $3,909+152.6% | $2,973+232.1% | $4,751+107.9% |
| Participant deferral / active EE | $11,346 | $5,890+92.6% | $4,567+148.4% | $6,710+69.1% |
| Admin fee / account holder | $1,995 | $8,906-77.6% | $6,412-68.9% | $11,403-82.5% |