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 | $76,597 | $65,395+17.1% | $182,532-58.0% | $72,985+5.0% |
| Participation rate | 75.3% | 65.4%+9.9pp | 78.0%-2.6pp | 69.5%+5.9pp |
| Annual return | 46.23% | 27.68%+18.5pp | 148.54%-102.3pp | 81.00%-34.8pp |
| Employer contribution / active EE | $3,240 | $1,911+69.5% | $4,076-20.5% | $2,440+32.8% |
| Participant deferral / active EE | $6,714 | $3,563+88.4% | $5,524+21.5% | $3,607+86.1% |
| Admin fee / account holder | $2,114 | $4,245-50.2% | $8,592-75.4% | $5,124-58.7% |