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 | $95,952 | $70,428+36.2% | $96,562-0.6% | $85,850+11.8% |
| Participation rate | 98.8% | 61.8%+37.0pp | 69.8%+29.0pp | 69.3%+29.5pp |
| Annual return | 12.96% | 18.59%-5.6pp | 37.78%-24.8pp | 318.53%-305.6pp |
| Employer contribution / active EE | $4,053 | $1,413+186.9% | $2,356+72.0% | $2,565+58.0% |
| Participant deferral / active EE | $2,682 | $2,894-7.3% | $3,849-30.3% | $3,952-32.1% |
| Admin fee / account holder | $8,323 | $4,997+66.6% | $6,181+34.7% | $6,260+33.0% |