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 | $96,833 | $65,409+48.0% | $98,442-1.6% | $85,850+12.8% |
| Participation rate | 94.1% | 65.0%+29.1pp | 73.3%+20.8pp | 69.3%+24.8pp |
| Annual return | 15.24% | 21.76%-6.5pp | 1492.73%-1477.5pp | 318.53%-303.3pp |
| Employer contribution / active EE | $2,294 | $2,168+5.8% | $2,960-22.5% | $2,565-10.6% |
| Participant deferral / active EE | $3,318 | $3,166+4.8% | $4,276-22.4% | $3,952-16.0% |
| Admin fee / account holder | $4,117 | $4,593-10.3% | $5,949-30.8% | $6,260-34.2% |