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 | $86,211 | $78,705+9.5% | $117,854-26.8% | $70,131+22.9% |
| Participation rate | 87.5% | 73.2%+14.3pp | 79.7%+7.8pp | 69.5%+18.0pp |
| Annual return | 12.50% | 23.30%-10.8pp | 335.08%-322.6pp | 73.14%-60.6pp |
| Employer contribution / active EE | $3,558 | $2,223+60.0% | $3,786-6.0% | $2,342+51.9% |
| Participant deferral / active EE | $7,091 | $3,297+115.1% | $4,482+58.2% | $3,332+112.8% |
| Admin fee / account holder | $2,191 | $5,065-56.7% | $8,020-72.7% | $4,645-52.8% |