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 | $92,470 | $78,672+17.5% | $109,143-15.3% | $85,850+7.7% |
| Participation rate | 98.2% | 68.3%+29.9pp | 75.9%+22.3pp | 69.3%+28.9pp |
| Annual return | 13.32% | 25.09%-11.8pp | 25.75%-12.4pp | 318.53%-305.2pp |
| Employer contribution / active EE | $12,014 | $2,735+339.3% | $3,722+222.8% | $2,565+368.3% |
| Participant deferral / active EE | $5,114 | $3,467+47.5% | $4,653+9.9% | $3,952+29.4% |
| Admin fee / account holder | $1,335 | $5,469-75.6% | $6,752-80.2% | $6,260-78.7% |