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 | $98,127 | $63,346+54.9% | $92,233+6.4% | $70,131+39.9% |
| Participation rate | 85.0% | 68.7%+16.3pp | 76.5%+8.5pp | 69.5%+15.5pp |
| Annual return | 17.13% | 530.12%-513.0pp | 176.28%-159.1pp | 73.14%-56.0pp |
| Employer contribution / active EE | $2,225 | $2,471-10.0% | $3,679-39.5% | $2,342-5.0% |
| Participant deferral / active EE | $4,948 | $2,854+73.4% | $3,897+27.0% | $3,332+48.5% |
| Admin fee / account holder | $7,151 | $3,840+86.2% | $5,194+37.7% | $4,645+53.9% |