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 | $97,899 | $32,117+204.8% | $71,086+37.7% | $64,186+52.5% |
| Participation rate | 97.5% | 42.7%+54.8pp | 54.7%+42.8pp | 69.6%+27.9pp |
| Annual return | 10.93% | -5.57%+16.5pp | 650.59%-639.7pp | 7.63%+3.3pp |
| Employer contribution / active EE | $6,215 | $712+772.6% | $1,088+471.4% | $2,381+161.0% |
| Participant deferral / active EE | $4,295 | $1,263+240.1% | $1,874+129.2% | $3,470+23.8% |
| Admin fee / account holder | $2,694 | $2,759-2.4% | $3,082-12.6% | $4,888-44.9% |