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 | $98,861 | $82,882+19.3% | $127,761-22.6% | $72,985+35.5% |
| Participation rate | 77.9% | 71.5%+6.4pp | 79.0%-1.1pp | 69.5%+8.4pp |
| Annual return | 38.00% | 32.20%+5.8pp | 26.14%+11.9pp | 81.00%-43.0pp |
| Employer contribution / active EE | $4,336 | $3,346+29.6% | $4,574-5.2% | $2,440+77.7% |
| Participant deferral / active EE | $7,138 | $4,791+49.0% | $6,021+18.6% | $3,607+97.9% |
| Admin fee / account holder | $14,508 | $6,487+123.6% | $9,395+54.4% | $5,124+183.1% |