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 | $121,385 | $70,428+72.4% | $96,562+25.7% | $85,850+41.4% |
| Participation rate | 83.6% | 61.8%+21.8pp | 69.8%+13.8pp | 69.3%+14.3pp |
| Annual return | 16.86% | 18.59%-1.7pp | 37.78%-20.9pp | 318.53%-301.7pp |
| Employer contribution / active EE | $2,552 | $1,413+80.6% | $2,356+8.3% | $2,565-0.5% |
| Participant deferral / active EE | $4,399 | $2,894+52.0% | $3,849+14.3% | $3,952+11.3% |
| Admin fee / account holder | $4,636 | $4,997-7.2% | $6,181-25.0% | $6,260-25.9% |