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 | $97,572 | $78,705+24.0% | $117,854-17.2% | $70,131+39.1% |
| Participation rate | 95.1% | 73.2%+21.9pp | 79.7%+15.4pp | 69.5%+25.5pp |
| Annual return | 18.94% | 23.30%-4.4pp | 335.08%-316.1pp | 73.14%-54.2pp |
| Employer contribution / active EE | $4,032 | $2,223+81.3% | $3,786+6.5% | $2,342+72.1% |
| Participant deferral / active EE | $5,219 | $3,297+58.3% | $4,482+16.4% | $3,332+56.6% |
| Admin fee / account holder | $6,063 | $5,065+19.7% | $8,020-24.4% | $4,645+30.5% |