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 | $99,219 | $72,012+37.8% | $185,823-46.6% | $79,858+24.2% |
| Participation rate | 89.2% | 65.8%+23.4pp | 78.0%+11.2pp | 69.6%+19.6pp |
| Annual return | 17.60% | 23.12%-5.5pp | 35.95%-18.3pp | 31.71%-14.1pp |
| Employer contribution / active EE | $1,340 | $1,965-31.8% | $4,087-67.2% | $2,471-45.8% |
| Participant deferral / active EE | $9,153 | $3,779+142.2% | $5,632+62.5% | $3,740+144.7% |
| Admin fee / account holder | $4,434 | $4,513-1.7% | $9,500-53.3% | $5,306-16.4% |