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 | $92,825 | $98,982-6.2% | $162,163-42.8% | $65,185+42.4% |
| Participation rate | 96.6% | 85.8%+10.8pp | 87.6%+9.0pp | 70.2%+26.4pp |
| Annual return | 20.70% | 24.84%-4.1pp | 115.59%-94.9pp | 29.38%-8.7pp |
| Employer contribution / active EE | $5,449 | $3,467+57.2% | $5,614-2.9% | $2,177+150.3% |
| Participant deferral / active EE | $6,173 | $5,384+14.6% | $7,298-15.4% | $3,514+75.7% |
| Admin fee / account holder | $8,000 | $596+1241.4% | $10,843-26.2% | $847+844.4% |