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 | $97,339 | $65,395+48.8% | $182,532-46.7% | $72,985+33.4% |
| Participation rate | 97.8% | 65.4%+32.4pp | 78.0%+19.9pp | 69.5%+28.3pp |
| Annual return | 26.34% | 27.68%-1.3pp | 148.54%-122.2pp | 81.00%-54.7pp |
| Employer contribution / active EE | $4,925 | $1,911+157.7% | $4,076+20.8% | $2,440+101.8% |
| Participant deferral / active EE | $11,066 | $3,563+210.6% | $5,524+100.3% | $3,607+206.8% |
| Admin fee / account holder | $3,376 | $4,245-20.5% | $8,592-60.7% | $5,124-34.1% |