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 | $99,244 | $72,012+37.8% | $185,823-46.6% | $79,858+24.3% |
| Participation rate | 97.4% | 65.8%+31.6pp | 78.0%+19.3pp | 69.6%+27.7pp |
| Annual return | 22.42% | 23.12%-0.7pp | 35.95%-13.5pp | 31.71%-9.3pp |
| Employer contribution / active EE | $3,933 | $1,965+100.2% | $4,087-3.8% | $2,471+59.2% |
| Participant deferral / active EE | $6,757 | $3,779+78.8% | $5,632+20.0% | $3,740+80.7% |
| Admin fee / account holder | $3,345 | $4,513-25.9% | $9,500-64.8% | $5,306-37.0% |