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 | $99,520 | $80,968+22.9% | $96,544+3.1% | $75,163+32.4% |
| Participation rate | 92.6% | 71.8%+20.8pp | 76.0%+16.6pp | 67.2%+25.4pp |
| Annual return | 15.95% | 27.06%-11.1pp | 25.84%-9.9pp | 160.62%-144.7pp |
| Employer contribution / active EE | $1,686 | $2,282-26.1% | $2,965-43.1% | $2,670-36.8% |
| Participant deferral / active EE | $7,516 | $3,928+91.3% | $4,851+54.9% | $4,125+82.2% |
| Admin fee / account holder | $11,531 | $6,724+71.5% | $8,252+39.7% | $5,651+104.1% |