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 | $94,712 | $98,982-4.3% | $162,163-41.6% | $65,185+45.3% |
| Participation rate | 93.8% | 85.8%+8.0pp | 87.6%+6.2pp | 70.2%+23.6pp |
| Annual return | 37.21% | 24.84%+12.4pp | 115.59%-78.4pp | 29.38%+7.8pp |
| Employer contribution / active EE | $2,968 | $3,467-14.4% | $5,614-47.1% | $2,177+36.3% |
| Participant deferral / active EE | $10,358 | $5,384+92.4% | $7,298+41.9% | $3,514+194.8% |
| Admin fee / account holder | $4,488 | $596+652.5% | $10,843-58.6% | $847+429.8% |