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 | $96,899 | $85,202+13.7% | $172,739-43.9% | $72,985+32.8% |
| Participation rate | 95.6% | 70.1%+25.5pp | 82.6%+12.9pp | 69.5%+26.1pp |
| Annual return | 20.69% | 27.32%-6.6pp | 802.84%-782.2pp | 81.00%-60.3pp |
| Employer contribution / active EE | $4,484 | $3,324+34.9% | $5,143-12.8% | $2,440+83.8% |
| Participant deferral / active EE | $5,534 | $3,260+69.8% | $5,198+6.5% | $3,607+53.4% |
| Admin fee / account holder | $7,008 | $5,884+19.1% | $13,954-49.8% | $5,124+36.8% |