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 | $98,598 | $79,184+24.5% | $102,438-3.7% | $74,546+32.3% |
| Participation rate | 80.8% | 74.8%+6.0pp | 76.5%+4.3pp | 67.2%+13.6pp |
| Annual return | 15.13% | 54.95%-39.8pp | 29.37%-14.2pp | 1366.03%-1350.9pp |
| Employer contribution / active EE | $4,081 | $2,362+72.8% | $3,024+35.0% | $2,624+55.5% |
| Participant deferral / active EE | $6,640 | $4,414+50.4% | $5,054+31.4% | $4,347+52.7% |
| Admin fee / account holder | $2,385 | $2,001+19.2% | $9,448-74.8% | $1,944+22.7% |