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 | $104,044 | $89,355+16.4% | $141,162-26.3% | $72,985+42.6% |
| Participation rate | 77.5% | 75.1%+2.4pp | 82.5%-5.0pp | 69.5%+8.0pp |
| Annual return | 19.55% | 111.85%-92.3pp | 71.39%-51.8pp | 81.00%-61.5pp |
| Employer contribution / active EE | $2,788 | $3,114-10.5% | $4,735-41.1% | $2,440+14.3% |
| Participant deferral / active EE | $5,550 | $5,418+2.4% | $6,709-17.3% | $3,607+53.8% |
| Admin fee / account holder | $19,371 | $5,958+225.1% | $10,261+88.8% | $5,124+278.0% |