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 | $106,164 | $89,355+18.8% | $141,162-24.8% | $72,985+45.5% |
| Participation rate | 96.6% | 75.1%+21.4pp | 82.5%+14.1pp | 69.5%+27.1pp |
| Annual return | 20.42% | 111.85%-91.4pp | 71.39%-51.0pp | 81.00%-60.6pp |
| Employer contribution / active EE | $1,853 | $3,114-40.5% | $4,735-60.9% | $2,440-24.1% |
| Participant deferral / active EE | $4,198 | $5,418-22.5% | $6,709-37.4% | $3,607+16.4% |
| Admin fee / account holder | $11,032 | $5,958+85.2% | $10,261+7.5% | $5,124+115.3% |