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 | $99,548 | $80,968+22.9% | $96,544+3.1% | $75,163+32.4% |
| Participation rate | 100.0% | 71.8%+28.2pp | 76.0%+24.0pp | 67.2%+32.8pp |
| Annual return | 13.18% | 27.06%-13.9pp | 25.84%-12.7pp | 160.62%-147.4pp |
| Employer contribution / active EE | $3,213 | $2,282+40.8% | $2,965+8.4% | $2,670+20.4% |
| Participant deferral / active EE | $7,597 | $3,928+93.4% | $4,851+56.6% | $4,125+84.2% |
| Admin fee / account holder | $9,311 | $6,724+38.5% | $8,252+12.8% | $5,651+64.8% |