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 | $72,686 | $65,365+11.2% | $92,893-21.8% | $72,985-0.4% |
| Participation rate | 93.5% | 68.3%+25.2pp | 76.0%+17.5pp | 69.5%+24.1pp |
| Annual return | 19.91% | 42.10%-22.2pp | 109.41%-89.5pp | 81.00%-61.1pp |
| Employer contribution / active EE | $4,373 | $2,594+68.6% | $3,653+19.7% | $2,440+79.2% |
| Participant deferral / active EE | $3,199 | $3,128+2.3% | $4,236-24.5% | $3,607-11.3% |
| Admin fee / account holder | $9,406 | $4,251+121.3% | $5,794+62.3% | $5,124+83.6% |