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 | $97,280 | $89,355+8.9% | $141,162-31.1% | $72,985+33.3% |
| Participation rate | 94.9% | 75.1%+19.8pp | 82.5%+12.4pp | 69.5%+25.4pp |
| Annual return | 19.25% | 111.85%-92.6pp | 71.39%-52.1pp | 81.00%-61.7pp |
| Employer contribution / active EE | $5,805 | $3,114+86.4% | $4,735+22.6% | $2,440+137.9% |
| Participant deferral / active EE | $5,773 | $5,418+6.6% | $6,709-13.9% | $3,607+60.0% |
| Admin fee / account holder | $2,474 | $5,958-58.5% | $10,261-75.9% | $5,124-51.7% |