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 | $101,295 | $123,793-18.2% | $177,821-43.0% | $79,858+26.8% |
| Participation rate | 98.5% | 84.7%+13.9pp | 87.7%+10.8pp | 69.6%+28.9pp |
| Annual return | 12.96% | 22.82%-9.9pp | 48.32%-35.4pp | 31.71%-18.8pp |
| Employer contribution / active EE | $5,701 | $4,095+39.2% | $5,918-3.7% | $2,471+130.7% |
| Participant deferral / active EE | $9,587 | $5,956+61.0% | $7,714+24.3% | $3,740+156.3% |
| Admin fee / account holder | $17,459 | $7,243+141.1% | $12,427+40.5% | $5,306+229.0% |