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 | $90,909 | $78,705+15.5% | $117,854-22.9% | $70,131+29.6% |
| Participation rate | 86.0% | 73.2%+12.8pp | 79.7%+6.3pp | 69.5%+16.5pp |
| Annual return | 20.86% | 23.30%-2.4pp | 335.08%-314.2pp | 73.14%-52.3pp |
| Employer contribution / active EE | $2,698 | $2,223+21.4% | $3,786-28.7% | $2,342+15.2% |
| Participant deferral / active EE | $5,193 | $3,297+57.5% | $4,482+15.9% | $3,332+55.9% |
| Admin fee / account holder | $3,089 | $5,065-39.0% | $8,020-61.5% | $4,645-33.5% |