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 | $94,824 | $78,705+20.5% | $117,854-19.5% | $70,131+35.2% |
| Participation rate | 89.0% | 73.2%+15.8pp | 79.7%+9.4pp | 69.5%+19.5pp |
| Annual return | 19.22% | 23.30%-4.1pp | 335.08%-315.9pp | 73.14%-53.9pp |
| Employer contribution / active EE | $4,222 | $2,223+89.9% | $3,786+11.5% | $2,342+80.3% |
| Participant deferral / active EE | $4,015 | $3,297+21.8% | $4,482-10.4% | $3,332+20.5% |
| Admin fee / account holder | $1,155 | $5,065-77.2% | $8,020-85.6% | $4,645-75.1% |