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 | $87,064 | $85,202+2.2% | $172,739-49.6% | $72,985+19.3% |
| Participation rate | 96.9% | 70.1%+26.8pp | 82.6%+14.2pp | 69.5%+27.4pp |
| Annual return | 25.30% | 27.32%-2.0pp | 802.84%-777.5pp | 81.00%-55.7pp |
| Employer contribution / active EE | $5,690 | $3,324+71.2% | $5,143+10.6% | $2,440+133.2% |
| Participant deferral / active EE | $4,455 | $3,260+36.7% | $5,198-14.3% | $3,607+23.5% |
| Admin fee / account holder | $3,212 | $5,884-45.4% | $13,954-77.0% | $5,124-37.3% |