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 | $97,698 | $78,672+24.2% | $109,143-10.5% | $85,850+13.8% |
| Participation rate | 98.5% | 68.3%+30.2pp | 75.9%+22.6pp | 69.3%+29.2pp |
| Annual return | 12.05% | 25.09%-13.0pp | 25.75%-13.7pp | 318.53%-306.5pp |
| Employer contribution / active EE | $8,355 | $2,735+205.5% | $3,722+124.5% | $2,565+225.7% |
| Participant deferral / active EE | $4,618 | $3,467+33.2% | $4,653-0.8% | $3,952+16.9% |
| Admin fee / account holder | $18,028 | $5,469+229.6% | $6,752+167.0% | $6,260+188.0% |