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 | $97,852 | $91,552+6.9% | $133,956-27.0% | $79,858+22.5% |
| Participation rate | 96.9% | 73.3%+23.5pp | 79.8%+17.0pp | 69.6%+27.2pp |
| Annual return | 14.71% | 61.85%-47.1pp | 45.09%-30.4pp | 31.71%-17.0pp |
| Employer contribution / active EE | $3,014 | $2,384+26.4% | $3,919-23.1% | $2,471+22.0% |
| Participant deferral / active EE | $5,092 | $3,733+36.4% | $5,048+0.9% | $3,740+36.1% |
| Admin fee / account holder | $13,244 | $6,321+109.5% | $8,927+48.4% | $5,306+149.6% |