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 | $98,870 | $81,248+21.7% | $155,509-36.4% | $80,856+22.3% |
| Participation rate | 96.2% | 66.2%+30.0pp | 78.2%+18.0pp | 67.6%+28.6pp |
| Annual return | 10.95% | 33.31%-22.4pp | 64.67%-53.7pp | 35.59%-24.6pp |
| Employer contribution / active EE | $4,229 | $3,100+36.4% | $4,672-9.5% | $2,755+53.5% |
| Participant deferral / active EE | $5,295 | $3,452+53.4% | $5,626-5.9% | $4,296+23.3% |
| Admin fee / account holder | $15,072 | $7,997+88.5% | $15,912-5.3% | $6,918+117.9% |