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 | $91,617 | $64,324+42.4% | $118,925-23.0% | $79,858+14.7% |
| Participation rate | 96.1% | 64.9%+31.2pp | 75.4%+20.7pp | 69.6%+26.5pp |
| Annual return | 10.32% | 86.45%-76.1pp | 35.88%-25.6pp | 31.71%-21.4pp |
| Employer contribution / active EE | $3,337 | $1,836+81.7% | $3,263+2.3% | $2,471+35.1% |
| Participant deferral / active EE | $2,401 | $2,824-15.0% | $4,265-43.7% | $3,740-35.8% |
| Admin fee / account holder | $20,560 | $4,040+408.9% | $6,581+212.4% | $5,306+287.5% |