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 | $118,960 | $70,428+68.9% | $96,562+23.2% | $85,850+38.6% |
| Participation rate | 86.4% | 61.8%+24.6pp | 69.8%+16.5pp | 69.3%+17.0pp |
| Annual return | 14.49% | 18.59%-4.1pp | 37.78%-23.3pp | 318.53%-304.0pp |
| Employer contribution / active EE | $2,290 | $1,413+62.1% | $2,356-2.8% | $2,565-10.7% |
| Participant deferral / active EE | $4,087 | $2,894+41.3% | $3,849+6.2% | $3,952+3.4% |
| Admin fee / account holder | $1,941 | $4,997-61.2% | $6,181-68.6% | $6,260-69.0% |