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 | $98,317 | $63,346+55.2% | $92,233+6.6% | $70,131+40.2% |
| Participation rate | 87.9% | 68.7%+19.3pp | 76.5%+11.5pp | 69.5%+18.4pp |
| Annual return | 15.49% | 530.12%-514.6pp | 176.28%-160.8pp | 73.14%-57.6pp |
| Employer contribution / active EE | $1,766 | $2,471-28.5% | $3,679-52.0% | $2,342-24.6% |
| Participant deferral / active EE | $4,518 | $2,854+58.3% | $3,897+15.9% | $3,332+35.6% |
| Admin fee / account holder | $2,537 | $3,840-33.9% | $5,194-51.1% | $4,645-45.4% |