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 | $96,984 | $64,324+50.8% | $118,925-18.4% | $79,858+21.4% |
| Participation rate | 70.3% | 64.9%+5.4pp | 75.4%-5.1pp | 69.6%+0.6pp |
| Annual return | 17.02% | 86.45%-69.4pp | 35.88%-18.9pp | 31.71%-14.7pp |
| Employer contribution / active EE | $2,585 | $1,836+40.8% | $3,263-20.8% | $2,471+4.6% |
| Participant deferral / active EE | $4,508 | $2,824+59.7% | $4,265+5.7% | $3,740+20.5% |
| Admin fee / account holder | $771 | $4,040-80.9% | $6,581-88.3% | $5,306-85.5% |