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 | $84,137 | $76,367+10.2% | $93,606-10.1% | $72,985+15.3% |
| Participation rate | 82.9% | 71.7%+11.2pp | 75.8%+7.1pp | 69.5%+13.4pp |
| Annual return | 16.94% | 25.82%-8.9pp | 32.76%-15.8pp | 81.00%-64.1pp |
| Employer contribution / active EE | $5,381 | $2,275+136.5% | $2,718+98.0% | $2,440+120.5% |
| Participant deferral / active EE | $4,193 | $3,538+18.5% | $4,069+3.1% | $3,607+16.2% |
| Admin fee / account holder | $25,924 | $6,838+279.1% | $7,888+228.6% | $5,124+405.9% |