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 7-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 | $99,028 | $103,376-4.2% | $87,100+13.7% | $152,861-35.2% |
| Participation rate | 88.9% | 79.3%+9.5pp | 76.9%+12.0pp | 82.4%+6.4pp |
| Annual return | 21.84% | 28.10%-6.3pp | 28.19%-6.3pp | 345.32%-323.5pp |
| Employer contribution / active EE | $1,713 | $3,220-46.8% | $2,521-32.0% | $4,762-64.0% |
| Participant deferral / active EE | $6,435 | $4,778+34.7% | $4,049+58.9% | $5,850+10.0% |
| Admin fee / account holder | $525 | $12,205-95.7% | $7,497-93.0% | $11,596-95.5% |