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 8-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 | $67,745 | $52,681+28.6% | $75,781-10.6% | $59,632+13.6% |
| Participation rate | 75.9% | 67.2%+8.6pp | 75.8%0pp | 68.7%+7.2pp |
| Annual return | 16.02% | 2.95%+13.1pp | 9.68%+6.3pp | 2041.28%-2025.3pp |
| Employer contribution / active EE | $3,208 | $2,193+46.3% | $3,323-3.5% | $2,203+45.6% |
| Participant deferral / active EE | $6,510 | $2,591+151.3% | $3,651+78.3% | $3,192+104.0% |
| Admin fee / account holder | $321 | $3,610-91.1% | $5,299-93.9% | $4,297-92.5% |