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 | $123,373 | $78,422+57.3% | $95,952+28.6% | $79,858+54.5% |
| Participation rate | 80.6% | 73.5%+7.2pp | 77.1%+3.6pp | 69.6%+11.0pp |
| Annual return | 12.23% | 19.37%-7.1pp | 91.61%-79.4pp | 31.71%-19.5pp |
| Employer contribution / active EE | $925 | $1,945-52.4% | $2,541-63.6% | $2,471-62.6% |
| Participant deferral / active EE | $4,670 | $3,440+35.8% | $4,167+12.1% | $3,740+24.9% |
| Admin fee / account holder | $25,287 | $5,622+349.8% | $6,795+272.1% | $5,306+376.6% |