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 | $97,300 | $70,428+38.2% | $96,562+0.8% | $85,850+13.3% |
| Participation rate | 100.0% | 61.8%+38.2pp | 69.8%+30.2pp | 69.3%+30.7pp |
| Annual return | 20.24% | 18.59%+1.7pp | 37.78%-17.5pp | 318.53%-298.3pp |
| Employer contribution / active EE | $475 | $1,413-66.4% | $2,356-79.8% | $2,565-81.5% |
| Participant deferral / active EE | $5,171 | $2,894+78.7% | $3,849+34.3% | $3,952+30.8% |
| Admin fee / account holder | $5,806 | $4,997+16.2% | $6,181-6.1% | $6,260-7.3% |