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 | $98,160 | $87,733+11.9% | $106,548-7.9% | $85,850+14.3% |
| Participation rate | 92.7% | 71.9%+20.8pp | 76.1%+16.6pp | 69.3%+23.4pp |
| Annual return | 18.02% | 21.86%-3.8pp | 26.80%-8.8pp | 318.53%-300.5pp |
| Employer contribution / active EE | $2,549 | $2,073+23.0% | $2,819-9.6% | $2,565-0.6% |
| Participant deferral / active EE | $4,283 | $3,469+23.5% | $4,398-2.6% | $3,952+8.4% |
| Admin fee / account holder | $15,973 | $6,767+136.0% | $7,407+115.6% | $6,260+155.2% |