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 | $76,085 | $70,428+8.0% | $96,562-21.2% | $85,850-11.4% |
| Participation rate | 88.9% | 61.8%+27.1pp | 69.8%+19.1pp | 69.3%+19.6pp |
| Annual return | 12.39% | 18.59%-6.2pp | 37.78%-25.4pp | 318.53%-306.1pp |
| Employer contribution / active EE | $4,086 | $1,413+189.2% | $2,356+73.4% | $2,565+59.3% |
| Participant deferral / active EE | $2,601 | $2,894-10.1% | $3,849-32.4% | $3,952-34.2% |
| Admin fee / account holder | $11,320 | $4,997+126.5% | $6,181+83.1% | $6,260+80.8% |