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 | $99,312 | $81,632+21.7% | $70,449+41.0% | $158,922-37.5% |
| Participation rate | 95.0% | 77.7%+17.3pp | 75.1%+19.9pp | 82.0%+13.0pp |
| Annual return | 12.38% | 208.40%-196.0pp | 109.03%-96.6pp | 302.83%-290.4pp |
| Employer contribution / active EE | $5,543 | $3,217+72.3% | $2,737+102.6% | $4,761+16.4% |
| Participant deferral / active EE | $9,587 | $4,554+110.5% | $3,709+158.5% | $5,982+60.3% |
| Admin fee / account holder | $550 | $6,193-91.1% | $3,845-85.7% | $11,246-95.1% |