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 | $71,436 | $58,234+22.7% | $81,783-12.7% | $80,874-11.7% |
| Participation rate | 92.2% | 63.4%+28.8pp | 72.4%+19.8pp | 67.6%+24.5pp |
| Annual return | 14.31% | 41.70%-27.4pp | 775.05%-760.7pp | 35.62%-21.3pp |
| Employer contribution / active EE | $4,222 | $2,341+80.3% | $2,913+45.0% | $2,756+53.2% |
| Participant deferral / active EE | $4,828 | $3,283+47.1% | $4,320+11.7% | $4,297+12.3% |
| Admin fee / account holder | $4,696 | $4,982-5.7% | $7,380-36.4% | $6,935-32.3% |