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 | $97,449 | $69,515+40.2% | $86,874+12.2% | $85,850+13.5% |
| Participation rate | 87.6% | 66.3%+21.3pp | 71.6%+16.0pp | 69.3%+18.3pp |
| Annual return | 12.56% | 20.12%-7.6pp | 63.52%-51.0pp | 318.53%-306.0pp |
| Employer contribution / active EE | $2,614 | $1,880+39.0% | $2,495+4.8% | $2,565+1.9% |
| Participant deferral / active EE | $3,804 | $2,919+30.3% | $3,699+2.8% | $3,952-3.7% |
| Admin fee / account holder | $1,109 | $5,972-81.4% | $5,828-81.0% | $6,260-82.3% |