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 | $96,048 | $78,705+22.0% | $117,854-18.5% | $70,131+37.0% |
| Participation rate | 83.3% | 73.2%+10.1pp | 79.7%+3.7pp | 69.5%+13.8pp |
| Annual return | 12.48% | 23.30%-10.8pp | 335.08%-322.6pp | 73.14%-60.7pp |
| Employer contribution / active EE | $2,445 | $2,223+10.0% | $3,786-35.4% | $2,342+4.4% |
| Participant deferral / active EE | $7,053 | $3,297+113.9% | $4,482+57.4% | $3,332+111.7% |
| Admin fee / account holder | $47,344 | $5,065+834.7% | $8,020+490.3% | $4,645+919.2% |