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 | $96,652 | $72,012+34.2% | $185,823-48.0% | $79,858+21.0% |
| Participation rate | 98.5% | 65.8%+32.7pp | 78.0%+20.5pp | 69.6%+28.9pp |
| Annual return | 15.00% | 23.12%-8.1pp | 35.95%-21.0pp | 31.71%-16.7pp |
| Employer contribution / active EE | $3,472 | $1,965+76.7% | $4,087-15.0% | $2,471+40.5% |
| Participant deferral / active EE | $8,068 | $3,779+113.5% | $5,632+43.3% | $3,740+115.7% |
| Admin fee / account holder | $862 | $4,513-80.9% | $9,500-90.9% | $5,306-83.8% |