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 | $90,794 | $85,202+6.6% | $172,739-47.4% | $72,985+24.4% |
| Participation rate | 95.3% | 70.1%+25.2pp | 82.6%+12.6pp | 69.5%+25.8pp |
| Annual return | 22.65% | 27.32%-4.7pp | 802.84%-780.2pp | 81.00%-58.4pp |
| Employer contribution / active EE | $4,512 | $3,324+35.7% | $5,143-12.3% | $2,440+84.9% |
| Participant deferral / active EE | $6,747 | $3,260+106.9% | $5,198+29.8% | $3,607+87.0% |
| Admin fee / account holder | $2,249 | $5,884-61.8% | $13,954-83.9% | $5,124-56.1% |