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 | $89,921 | $77,899+15.4% | $149,673-39.9% | $75,163+19.6% |
| Participation rate | 96.0% | 65.6%+30.4pp | 78.8%+17.2pp | 67.2%+28.8pp |
| Annual return | 19.77% | 31.72%-11.9pp | 134.42%-114.6pp | 160.62%-140.8pp |
| Employer contribution / active EE | $1,909 | $3,137-39.2% | $4,818-60.4% | $2,670-28.5% |
| Participant deferral / active EE | $4,368 | $3,411+28.1% | $5,680-23.1% | $4,125+5.9% |
| Admin fee / account holder | $3,085 | $5,956-48.2% | $13,210-76.6% | $5,651-45.4% |