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 | $109,450 | $85,202+28.5% | $172,739-36.6% | $72,985+50.0% |
| Participation rate | 98.2% | 70.1%+28.2pp | 82.6%+15.6pp | 69.5%+28.8pp |
| Annual return | 17.21% | 27.32%-10.1pp | 802.84%-785.6pp | 81.00%-63.8pp |
| Employer contribution / active EE | $4,662 | $3,324+40.2% | $5,143-9.4% | $2,440+91.1% |
| Participant deferral / active EE | $3,367 | $3,260+3.3% | $5,198-35.2% | $3,607-6.7% |
| Admin fee / account holder | $561 | $5,884-90.5% | $13,954-96.0% | $5,124-89.1% |