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 | $83,508 | $51,638+61.7% | $68,368+22.1% | $82,448+1.3% |
| Participation rate | 95.5% | 63.6%+31.9pp | 73.8%+21.8pp | 68.1%+27.5pp |
| Annual return | 14.31% | 37.53%-23.2pp | 292.57%-278.3pp | 41.64%-27.3pp |
| Employer contribution / active EE | $2,701 | $2,047+32.0% | $2,649+2.0% | $2,551+5.9% |
| Participant deferral / active EE | $6,101 | $2,914+109.4% | $4,123+48.0% | $4,139+47.4% |
| Admin fee / account holder | $1,094 | $4,643-76.4% | $5,150-78.8% | $7,234-84.9% |