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 | $86,540 | $89,753-3.6% | $107,525-19.5% | $84,808+2.0% |
| Participation rate | 98.9% | 68.1%+30.9pp | 75.1%+23.8pp | 68.3%+30.6pp |
| Annual return | 18.40% | 29.48%-11.1pp | 181.32%-162.9pp | 40.90%-22.5pp |
| Employer contribution / active EE | $2,431 | $3,113-21.9% | $3,754-35.2% | $2,631-7.6% |
| Participant deferral / active EE | $7,132 | $4,056+75.8% | $5,116+39.4% | $4,212+69.3% |
| Admin fee / account holder | $1,515 | $7,222-79.0% | $8,919-83.0% | $7,344-79.4% |