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 | $79,948 | $65,365+22.3% | $92,893-13.9% | $72,985+9.5% |
| Participation rate | 96.1% | 68.3%+27.8pp | 76.0%+20.1pp | 69.5%+26.6pp |
| Annual return | 22.98% | 42.10%-19.1pp | 109.41%-86.4pp | 81.00%-58.0pp |
| Employer contribution / active EE | $6,151 | $2,594+137.1% | $3,653+68.4% | $2,440+152.1% |
| Participant deferral / active EE | $4,484 | $3,128+43.3% | $4,236+5.9% | $3,607+24.3% |
| Admin fee / account holder | $1,705 | $4,251-59.9% | $5,794-70.6% | $5,124-66.7% |