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 | $88,951 | $67,606+31.6% | $82,313+8.1% | $70,131+26.8% |
| Participation rate | 94.4% | 72.8%+21.6pp | 76.9%+17.5pp | 69.5%+24.8pp |
| Annual return | 17.32% | 21.57%-4.2pp | 25.88%-8.6pp | 73.14%-55.8pp |
| Employer contribution / active EE | $2,242 | $1,755+27.8% | $2,428-7.7% | $2,342-4.3% |
| Participant deferral / active EE | $2,637 | $2,987-11.7% | $3,706-28.8% | $3,332-20.9% |
| Admin fee / account holder | $14,251 | $4,512+215.8% | $5,608+154.1% | $4,645+206.8% |