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 | $94,429 | $76,407+23.6% | $150,298-37.2% | $82,448+14.5% |
| Participation rate | 91.7% | 66.4%+25.3pp | 77.8%+13.9pp | 68.1%+23.6pp |
| Annual return | 13.58% | 39.99%-26.4pp | 62.79%-49.2pp | 41.64%-28.1pp |
| Employer contribution / active EE | $4,625 | $2,614+76.9% | $4,154+11.3% | $2,551+81.3% |
| Participant deferral / active EE | $4,656 | $3,214+44.9% | $5,453-14.6% | $4,139+12.5% |
| Admin fee / account holder | $1,155 | $6,352-81.8% | $14,116-91.8% | $7,234-84.0% |