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 | $90,062 | $70,428+27.9% | $96,562-6.7% | $85,850+4.9% |
| Participation rate | 79.4% | 61.8%+17.6pp | 69.8%+9.6pp | 69.3%+10.1pp |
| Annual return | 13.15% | 18.59%-5.4pp | 37.78%-24.6pp | 318.53%-305.4pp |
| Employer contribution / active EE | $2,632 | $1,413+86.3% | $2,356+11.7% | $2,565+2.6% |
| Participant deferral / active EE | $3,383 | $2,894+16.9% | $3,849-12.1% | $3,952-14.4% |
| Admin fee / account holder | $6,296 | $4,997+26.0% | $6,181+1.9% | $6,260+0.6% |