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 | $91,630 | $102,966-11.0% | $90,281+1.5% | $152,861-40.1% |
| Participation rate | 95.2% | 75.9%+19.4pp | 73.3%+22.0pp | 82.4%+12.8pp |
| Annual return | 18.95% | 95.16%-76.2pp | 78.10%-59.2pp | 345.32%-326.4pp |
| Employer contribution / active EE | $9,921 | $3,139+216.1% | $2,854+247.6% | $4,762+108.3% |
| Participant deferral / active EE | $7,962 | $4,281+86.0% | $3,885+104.9% | $5,850+36.1% |
| Admin fee / account holder | $2,603 | $6,171-57.8% | $5,351-51.4% | $11,596-77.6% |