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 | $86,184 | $70,428+22.4% | $96,562-10.7% | $85,850+0.4% |
| Participation rate | 88.6% | 61.8%+26.8pp | 69.8%+18.8pp | 69.3%+19.3pp |
| Annual return | 12.44% | 18.59%-6.1pp | 37.78%-25.3pp | 318.53%-306.1pp |
| Employer contribution / active EE | $2,678 | $1,413+89.5% | $2,356+13.6% | $2,565+4.4% |
| Participant deferral / active EE | $4,145 | $2,894+43.2% | $3,849+7.7% | $3,952+4.9% |
| Admin fee / account holder | $7,130 | $4,997+42.7% | $6,181+15.4% | $6,260+13.9% |