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 | $96,792 | $81,208+19.2% | $98,907-2.1% | $79,858+21.2% |
| Participation rate | 84.9% | 72.5%+12.4pp | 76.0%+8.9pp | 69.6%+15.3pp |
| Annual return | 20.92% | 60.99%-40.1pp | 196.43%-175.5pp | 31.71%-10.8pp |
| Employer contribution / active EE | $3,897 | $1,960+98.9% | $2,689+44.9% | $2,471+57.7% |
| Participant deferral / active EE | $9,373 | $3,265+187.1% | $4,244+120.8% | $3,740+150.6% |
| Admin fee / account holder | $13,939 | $6,013+131.8% | $6,642+109.9% | $5,306+162.7% |