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 | $97,274 | $89,753+8.4% | $107,525-9.5% | $84,808+14.7% |
| Participation rate | 82.2% | 68.1%+14.2pp | 75.1%+7.1pp | 68.3%+13.9pp |
| Annual return | 19.99% | 29.48%-9.5pp | 181.32%-161.3pp | 40.90%-20.9pp |
| Employer contribution / active EE | $4,947 | $3,113+58.9% | $3,754+31.8% | $2,631+88.0% |
| Participant deferral / active EE | $7,494 | $4,056+84.7% | $5,116+46.5% | $4,212+77.9% |
| Admin fee / account holder | $6,179 | $7,222-14.4% | $8,919-30.7% | $7,344-15.9% |