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 | $107,065 | $91,190+17.4% | $178,490-40.0% | $79,858+34.1% |
| Participation rate | 87.5% | 69.2%+18.3pp | 81.9%+5.6pp | 69.6%+17.9pp |
| Annual return | 18.92% | 24.19%-5.3pp | 151.07%-132.2pp | 31.71%-12.8pp |
| Employer contribution / active EE | $6,387 | $3,256+96.2% | $5,011+27.5% | $2,471+158.5% |
| Participant deferral / active EE | $4,480 | $3,236+38.4% | $5,202-13.9% | $3,740+19.8% |
| Admin fee / account holder | $1,583 | $6,751-76.6% | $13,984-88.7% | $5,306-70.2% |