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 | $112,540 | $99,921+12.6% | $85,009+32.4% | $145,959-22.9% |
| Participation rate | 86.7% | 74.1%+12.6pp | 67.5%+19.2pp | 80.3%+6.4pp |
| Annual return | 8.56% | 83.89%-75.3pp | 66.47%-57.9pp | 561.95%-553.4pp |
| Employer contribution / active EE | $2,126 | $3,233-34.2% | $2,728-22.1% | $4,661-54.4% |
| Participant deferral / active EE | $8,678 | $5,293+64.0% | $4,522+91.9% | $6,689+29.8% |
| Admin fee / account holder | $1,205 | $7,252-83.4% | $6,153-80.4% | $13,398-91.0% |