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 | $102,599 | $78,485+30.7% | $106,213-3.4% | $74,495+37.7% |
| Participation rate | 82.4% | 72.8%+9.6pp | 75.3%+7.2pp | 67.2%+15.2pp |
| Annual return | 14.05% | 15.95%-1.9pp | 116.14%-102.1pp | 1364.94%-1350.9pp |
| Employer contribution / active EE | $3,948 | $2,523+56.5% | $3,171+24.5% | $2,623+50.5% |
| Participant deferral / active EE | $3,159 | $4,322-26.9% | $5,016-37.0% | $4,346-27.3% |
| Admin fee / account holder | $5,609 | $2,232+151.3% | $11,033-49.2% | $1,942+188.9% |