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 | $96,628 | $89,355+8.1% | $141,162-31.5% | $72,985+32.4% |
| Participation rate | 94.7% | 75.1%+19.6pp | 82.5%+12.3pp | 69.5%+25.3pp |
| Annual return | 21.75% | 111.85%-90.1pp | 71.39%-49.6pp | 81.00%-59.3pp |
| Employer contribution / active EE | $5,087 | $3,114+63.3% | $4,735+7.4% | $2,440+108.5% |
| Participant deferral / active EE | $9,166 | $5,418+69.2% | $6,709+36.6% | $3,607+154.1% |
| Admin fee / account holder | $4,785 | $5,958-19.7% | $10,261-53.4% | $5,124-6.6% |