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 | $93,340 | $68,346+36.6% | $94,646-1.4% | $75,163+24.2% |
| Participation rate | 98.9% | 76.1%+22.8pp | 80.8%+18.1pp | 67.2%+31.7pp |
| Annual return | 18.70% | 616.93%-598.2pp | 156.71%-138.0pp | 160.62%-141.9pp |
| Employer contribution / active EE | $2,765 | $2,701+2.4% | $3,672-24.7% | $2,670+3.6% |
| Participant deferral / active EE | $10,775 | $6,537+64.8% | $7,418+45.3% | $4,125+161.2% |
| Admin fee / account holder | $5,942 | $5,326+11.6% | $7,231-17.8% | $5,651+5.2% |