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 | $109,325 | $73,933+47.9% | $96,683+13.1% | $75,163+45.5% |
| Participation rate | 93.3% | 66.4%+26.9pp | 74.3%+19.0pp | 67.2%+26.1pp |
| Annual return | 15.30% | 26.70%-11.4pp | 35.69%-20.4pp | 160.62%-145.3pp |
| Employer contribution / active EE | $13,801 | $2,928+371.4% | $3,737+269.3% | $2,670+416.9% |
| Participant deferral / active EE | $1,636 | $3,659-55.3% | $4,878-66.5% | $4,125-60.3% |
| Admin fee / account holder | $15,699 | $5,216+201.0% | $6,730+133.3% | $5,651+177.8% |