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 | $94,304 | $63,346+48.9% | $92,233+2.2% | $70,131+34.5% |
| Participation rate | 98.0% | 68.7%+29.4pp | 76.5%+21.6pp | 69.5%+28.5pp |
| Annual return | 17.05% | 530.12%-513.1pp | 176.28%-159.2pp | 73.14%-56.1pp |
| Employer contribution / active EE | $2,240 | $2,471-9.4% | $3,679-39.1% | $2,342-4.4% |
| Participant deferral / active EE | $5,760 | $2,854+101.8% | $3,897+47.8% | $3,332+72.9% |
| Admin fee / account holder | $4,795 | $3,840+24.9% | $5,194-7.7% | $4,645+3.2% |