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 | $95,809 | $85,202+12.4% | $172,739-44.5% | $72,985+31.3% |
| Participation rate | 90.7% | 70.1%+20.7pp | 82.6%+8.1pp | 69.5%+21.3pp |
| Annual return | 21.47% | 27.32%-5.9pp | 802.84%-781.4pp | 81.00%-59.5pp |
| Employer contribution / active EE | $4,768 | $3,324+43.4% | $5,143-7.3% | $2,440+95.4% |
| Participant deferral / active EE | $3,763 | $3,260+15.4% | $5,198-27.6% | $3,607+4.3% |
| Admin fee / account holder | $2,066 | $5,884-64.9% | $13,954-85.2% | $5,124-59.7% |