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 | $127,671 | $70,428+81.3% | $96,562+32.2% | $85,850+48.7% |
| Participation rate | 79.4% | 61.8%+17.6pp | 69.8%+9.6pp | 69.3%+10.1pp |
| Annual return | 14.63% | 18.59%-4.0pp | 37.78%-23.2pp | 318.53%-303.9pp |
| Employer contribution / active EE | $1,731 | $1,413+22.5% | $2,356-26.5% | $2,565-32.5% |
| Participant deferral / active EE | $5,083 | $2,894+75.7% | $3,849+32.1% | $3,952+28.6% |
| Admin fee / account holder | $3,160 | $4,997-36.8% | $6,181-48.9% | $6,260-49.5% |