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 | $26,496 | $52,903-49.9% | $73,307-63.9% | $59,632-55.6% |
| Participation rate | 90.5% | 68.2%+22.2pp | 74.9%+15.6pp | 68.7%+21.8pp |
| Annual return | 15.40% | 12.20%+3.2pp | 5.67%+9.7pp | 2041.28%-2025.9pp |
| Employer contribution / active EE | $2,766 | $1,909+44.9% | $3,237-14.5% | $2,203+25.6% |
| Participant deferral / active EE | $0 | $4,069-100.0% | $4,991-100.0% | $3,192-100.0% |
| Admin fee / account holder | $2,112 | $3,834-44.9% | $5,637-62.5% | $4,297-50.8% |