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 | $96,603 | $85,202+13.4% | $172,739-44.1% | $72,985+32.4% |
| Participation rate | 79.4% | 70.1%+9.3pp | 82.6%-3.2pp | 69.5%+9.9pp |
| Annual return | 22.12% | 27.32%-5.2pp | 802.84%-780.7pp | 81.00%-58.9pp |
| Employer contribution / active EE | $8,840 | $3,324+165.9% | $5,143+71.9% | $2,440+262.3% |
| Participant deferral / active EE | $3,100 | $3,260-4.9% | $5,198-40.4% | $3,607-14.1% |
| Admin fee / account holder | $42,406 | $5,884+620.7% | $13,954+203.9% | $5,124+727.5% |