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 | $94,542 | $65,365+44.6% | $92,893+1.8% | $72,985+29.5% |
| Participation rate | 97.2% | 68.3%+28.9pp | 76.0%+21.2pp | 69.5%+27.7pp |
| Annual return | 21.13% | 42.10%-21.0pp | 109.41%-88.3pp | 81.00%-59.9pp |
| Employer contribution / active EE | $16,201 | $2,594+524.5% | $3,653+343.5% | $2,440+564.0% |
| Participant deferral / active EE | $1,940 | $3,128-38.0% | $4,236-54.2% | $3,607-46.2% |
| Admin fee / account holder | $5,963 | $4,251+40.3% | $5,794+2.9% | $5,124+16.4% |