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 | $97,430 | $77,314+26.0% | $177,989-45.3% | $80,856+20.5% |
| Participation rate | 96.6% | 65.7%+30.9pp | 77.1%+19.5pp | 67.6%+28.9pp |
| Annual return | 11.71% | 18.09%-6.4pp | 294.48%-282.8pp | 35.59%-23.9pp |
| Employer contribution / active EE | $4,400 | $2,292+92.0% | $3,949+11.4% | $2,755+59.7% |
| Participant deferral / active EE | $4,027 | $4,411-8.7% | $6,276-35.8% | $4,296-6.3% |
| Admin fee / account holder | $8,149 | $7,191+13.3% | $10,363-21.4% | $6,918+17.8% |