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 | $98,639 | $85,202+15.8% | $172,739-42.9% | $72,985+35.1% |
| Participation rate | 93.2% | 70.1%+23.2pp | 82.6%+10.6pp | 69.5%+23.7pp |
| Annual return | 19.56% | 27.32%-7.8pp | 802.84%-783.3pp | 81.00%-61.4pp |
| Employer contribution / active EE | $4,031 | $3,324+21.3% | $5,143-21.6% | $2,440+65.2% |
| Participant deferral / active EE | $4,869 | $3,260+49.3% | $5,198-6.3% | $3,607+35.0% |
| Admin fee / account holder | $33,113 | $5,884+462.8% | $13,954+137.3% | $5,124+546.2% |