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 | $125,697 | $70,428+78.5% | $96,562+30.2% | $85,850+46.4% |
| Participation rate | 81.1% | 61.8%+19.3pp | 69.8%+11.3pp | 69.3%+11.8pp |
| Annual return | 15.24% | 18.59%-3.4pp | 37.78%-22.5pp | 318.53%-303.3pp |
| Employer contribution / active EE | $1,259 | $1,413-10.9% | $2,356-46.6% | $2,565-50.9% |
| Participant deferral / active EE | $5,562 | $2,894+92.2% | $3,849+44.5% | $3,952+40.8% |
| Admin fee / account holder | $622 | $4,997-87.5% | $6,181-89.9% | $6,260-90.1% |