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 | $94,699 | $70,428+34.5% | $96,562-1.9% | $85,850+10.3% |
| Participation rate | 93.9% | 61.8%+32.1pp | 69.8%+24.1pp | 69.3%+24.6pp |
| Annual return | 14.69% | 18.59%-3.9pp | 37.78%-23.1pp | 318.53%-303.8pp |
| Employer contribution / active EE | $1,857 | $1,413+31.4% | $2,356-21.2% | $2,565-27.6% |
| Participant deferral / active EE | $3,925 | $2,894+35.6% | $3,849+2.0% | $3,952-0.7% |
| Admin fee / account holder | $330 | $4,997-93.4% | $6,181-94.7% | $6,260-94.7% |