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 | $113,378 | $98,750+14.8% | $149,696-24.3% | $79,858+42.0% |
| Participation rate | 91.2% | 75.8%+15.4pp | 82.5%+8.7pp | 69.6%+21.5pp |
| Annual return | 18.79% | 27.43%-8.6pp | 276.60%-257.8pp | 31.71%-12.9pp |
| Employer contribution / active EE | $2,396 | $3,216-25.5% | $4,644-48.4% | $2,471-3.0% |
| Participant deferral / active EE | $7,546 | $5,680+32.9% | $6,842+10.3% | $3,740+101.8% |
| Admin fee / account holder | $4,715 | $6,053-22.1% | $9,309-49.3% | $5,306-11.1% |