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 | $95,239 | $80,968+17.6% | $96,544-1.4% | $75,163+26.7% |
| Participation rate | 95.1% | 71.8%+23.4pp | 76.0%+19.2pp | 67.2%+27.9pp |
| Annual return | 19.89% | 27.06%-7.2pp | 25.84%-6.0pp | 160.62%-140.7pp |
| Employer contribution / active EE | $4,218 | $2,282+84.8% | $2,965+42.3% | $2,670+58.0% |
| Participant deferral / active EE | $5,973 | $3,928+52.1% | $4,851+23.1% | $4,125+44.8% |
| Admin fee / account holder | $1,440 | $6,724-78.6% | $8,252-82.5% | $5,651-74.5% |