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 | $90,190 | $98,750-8.7% | $149,696-39.8% | $79,858+12.9% |
| Participation rate | 92.5% | 75.8%+16.7pp | 82.5%+10.0pp | 69.6%+22.9pp |
| Annual return | 24.60% | 27.43%-2.8pp | 276.60%-252.0pp | 31.71%-7.1pp |
| Employer contribution / active EE | $4,663 | $3,216+45.0% | $4,644+0.4% | $2,471+88.7% |
| Participant deferral / active EE | $12,587 | $5,680+121.6% | $6,842+84.0% | $3,740+236.6% |
| Admin fee / account holder | $3,669 | $6,053-39.4% | $9,309-60.6% | $5,306-30.8% |