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 | $98,650 | $65,409+50.8% | $98,442+0.2% | $85,850+14.9% |
| Participation rate | 96.8% | 65.0%+31.8pp | 73.3%+23.4pp | 69.3%+27.5pp |
| Annual return | 17.17% | 21.76%-4.6pp | 1492.73%-1475.6pp | 318.53%-301.4pp |
| Employer contribution / active EE | $2,467 | $2,168+13.8% | $2,960-16.6% | $2,565-3.8% |
| Participant deferral / active EE | $3,817 | $3,166+20.6% | $4,276-10.7% | $3,952-3.4% |
| Admin fee / account holder | $4,993 | $4,593+8.7% | $5,949-16.1% | $6,260-20.2% |