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 | $114,625 | $71,050+61.3% | $93,606+22.5% | $80,856+41.8% |
| Participation rate | 98.2% | 60.4%+37.8pp | 68.7%+29.5pp | 67.6%+30.6pp |
| Annual return | 15.56% | 11.26%+4.3pp | 133.20%-117.6pp | 35.59%-20.0pp |
| Employer contribution / active EE | $1,262 | $1,564-19.3% | $2,420-47.8% | $2,755-54.2% |
| Participant deferral / active EE | $9,686 | $4,034+140.1% | $4,411+119.6% | $4,296+125.5% |
| Admin fee / account holder | $2,933 | $6,945-57.8% | $8,285-64.6% | $6,918-57.6% |