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 | $119,589 | $99,985+19.6% | $146,665-18.5% | $85,850+39.3% |
| Participation rate | 98.9% | 73.1%+25.8pp | 80.1%+18.8pp | 69.3%+29.5pp |
| Annual return | 14.91% | 18.93%-4.0pp | 22.74%-7.8pp | 318.53%-303.6pp |
| Employer contribution / active EE | $2,217 | $2,559-13.4% | $4,136-46.4% | $2,565-13.6% |
| Participant deferral / active EE | $6,585 | $4,006+64.4% | $5,506+19.6% | $3,952+66.6% |
| Admin fee / account holder | $5,005 | $7,702-35.0% | $10,280-51.3% | $6,260-20.1% |