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 9-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 | $70,465 | $48,230+46.1% | $67,502+4.4% | $80,856-12.9% |
| Participation rate | 75.6% | 66.4%+9.2pp | 72.9%+2.7pp | 67.6%+7.9pp |
| Annual return | 15.87% | 18.28%-2.4pp | 3512.12%-3496.3pp | 35.59%-19.7pp |
| Employer contribution / active EE | $2,206 | $2,020+9.2% | $2,731-19.2% | $2,755-19.9% |
| Participant deferral / active EE | $10,004 | $2,924+242.2% | $4,000+150.1% | $4,296+132.9% |
| Admin fee / account holder | $1,782 | $3,681-51.6% | $3,998-55.4% | $6,918-74.2% |