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 | $95,892 | $65,395+46.6% | $182,532-47.5% | $72,985+31.4% |
| Participation rate | 90.9% | 65.4%+25.5pp | 78.0%+12.9pp | 69.5%+21.4pp |
| Annual return | 19.18% | 27.68%-8.5pp | 148.54%-129.4pp | 81.00%-61.8pp |
| Employer contribution / active EE | $2,340 | $1,911+22.4% | $4,076-42.6% | $2,440-4.1% |
| Participant deferral / active EE | $4,441 | $3,563+24.7% | $5,524-19.6% | $3,607+23.1% |
| Admin fee / account holder | $3,932 | $4,245-7.4% | $8,592-54.2% | $5,124-23.3% |