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 | $92,804 | $47,479+95.5% | $62,929+47.5% | $82,448+12.6% |
| Participation rate | 78.0% | 66.9%+11.2pp | 73.1%+4.9pp | 68.1%+10.0pp |
| Annual return | 16.54% | 20.34%-3.8pp | 1063.93%-1047.4pp | 41.64%-25.1pp |
| Employer contribution / active EE | $2,829 | $1,885+50.0% | $2,505+12.9% | $2,551+10.9% |
| Participant deferral / active EE | $5,221 | $2,870+81.9% | $3,888+34.3% | $4,139+26.1% |
| Admin fee / account holder | $2,624 | $3,804-31.0% | $5,065-48.2% | $7,234-63.7% |