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 | $95,912 | $91,190+5.2% | $178,490-46.3% | $79,858+20.1% |
| Participation rate | 98.5% | 69.2%+29.3pp | 81.9%+16.6pp | 69.6%+28.9pp |
| Annual return | 14.96% | 24.19%-9.2pp | 151.07%-136.1pp | 31.71%-16.7pp |
| Employer contribution / active EE | $4,204 | $3,256+29.1% | $5,011-16.1% | $2,471+70.2% |
| Participant deferral / active EE | $3,841 | $3,236+18.7% | $5,202-26.2% | $3,740+2.7% |
| Admin fee / account holder | $12,229 | $6,751+81.1% | $13,984-12.6% | $5,306+130.5% |