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 | $98,130 | $63,346+54.9% | $92,233+6.4% | $70,131+39.9% |
| Participation rate | 82.8% | 68.7%+14.1pp | 76.5%+6.3pp | 69.5%+13.2pp |
| Annual return | 14.30% | 530.12%-515.8pp | 176.28%-162.0pp | 73.14%-58.8pp |
| Employer contribution / active EE | $3,766 | $2,471+52.4% | $3,679+2.3% | $2,342+60.8% |
| Participant deferral / active EE | $7,494 | $2,854+162.6% | $3,897+92.3% | $3,332+124.9% |
| Admin fee / account holder | $4,721 | $3,840+22.9% | $5,194-9.1% | $4,645+1.6% |