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 | $82,990 | $98,750-16.0% | $149,696-44.6% | $79,858+3.9% |
| Participation rate | 96.4% | 75.8%+20.7pp | 82.5%+14.0pp | 69.6%+26.8pp |
| Annual return | 15.15% | 27.43%-12.3pp | 276.60%-261.5pp | 31.71%-16.6pp |
| Employer contribution / active EE | $4,659 | $3,216+44.9% | $4,644+0.3% | $2,471+88.6% |
| Participant deferral / active EE | $5,731 | $5,680+0.9% | $6,842-16.2% | $3,740+53.2% |
| Admin fee / account holder | $1,474 | $6,053-75.7% | $9,309-84.2% | $5,306-72.2% |