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 | $99,869 | $84,233+18.6% | $170,442-41.4% | $70,131+42.4% |
| Participation rate | 86.7% | 70.8%+15.8pp | 83.6%+3.1pp | 69.5%+17.1pp |
| Annual return | 15.47% | 23.06%-7.6pp | 205.93%-190.5pp | 73.14%-57.7pp |
| Employer contribution / active EE | $7,450 | $3,387+120.0% | $5,433+37.1% | $2,342+218.1% |
| Participant deferral / active EE | $5,846 | $3,086+89.5% | $4,939+18.4% | $3,332+75.5% |
| Admin fee / account holder | $10,005 | $5,698+75.6% | $13,880-27.9% | $4,645+115.4% |