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 | $97,348 | $79,449+22.5% | $189,557-48.6% | $85,850+13.4% |
| Participation rate | 96.8% | 66.0%+30.8pp | 78.4%+18.4pp | 69.3%+27.5pp |
| Annual return | 16.36% | 18.45%-2.1pp | 64.17%-47.8pp | 318.53%-302.2pp |
| Employer contribution / active EE | $3,693 | $2,081+77.4% | $4,412-16.3% | $2,565+44.0% |
| Participant deferral / active EE | $8,921 | $4,051+120.2% | $6,174+44.5% | $3,952+125.7% |
| Admin fee / account holder | $1,397 | $5,377-74.0% | $9,807-85.8% | $6,260-77.7% |