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 | $98,971 | $64,839+52.6% | $95,585+3.5% | $84,808+16.7% |
| Participation rate | 92.6% | 63.8%+28.8pp | 72.1%+20.5pp | 68.3%+24.3pp |
| Annual return | 19.10% | -670.96%+690.1pp | 38.56%-19.5pp | 40.90%-21.8pp |
| Employer contribution / active EE | $3,704 | $1,759+110.6% | $2,527+46.6% | $2,631+40.8% |
| Participant deferral / active EE | $1,896 | $2,965-36.0% | $4,023-52.9% | $4,212-55.0% |
| Admin fee / account holder | $1,614 | $5,964-72.9% | $6,127-73.7% | $7,344-78.0% |