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 | $98,986 | $65,409+51.3% | $98,442+0.6% | $85,850+15.3% |
| Participation rate | 92.9% | 65.0%+27.9pp | 73.3%+19.5pp | 69.3%+23.5pp |
| Annual return | 13.47% | 21.76%-8.3pp | 1492.73%-1479.3pp | 318.53%-305.1pp |
| Employer contribution / active EE | $2,363 | $2,168+9.0% | $2,960-20.2% | $2,565-7.9% |
| Participant deferral / active EE | $7,495 | $3,166+136.7% | $4,276+75.3% | $3,952+89.7% |
| Admin fee / account holder | $7,292 | $4,593+58.8% | $5,949+22.6% | $6,260+16.5% |