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 | $98,975 | $65,365+51.4% | $92,893+6.5% | $72,985+35.6% |
| Participation rate | 97.9% | 68.3%+29.6pp | 76.0%+21.9pp | 69.5%+28.4pp |
| Annual return | 19.37% | 42.10%-22.7pp | 109.41%-90.0pp | 81.00%-61.6pp |
| Employer contribution / active EE | $2,769 | $2,594+6.7% | $3,653-24.2% | $2,440+13.5% |
| Participant deferral / active EE | $6,737 | $3,128+115.3% | $4,236+59.0% | $3,607+86.7% |
| Admin fee / account holder | $12,754 | $4,251+200.0% | $5,794+120.1% | $5,124+148.9% |