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 | $97,934 | $77,899+25.7% | $149,673-34.6% | $75,163+30.3% |
| Participation rate | 96.0% | 65.6%+30.4pp | 78.8%+17.2pp | 67.2%+28.8pp |
| Annual return | 16.99% | 31.72%-14.7pp | 134.42%-117.4pp | 160.62%-143.6pp |
| Employer contribution / active EE | $5,262 | $3,137+67.7% | $4,818+9.2% | $2,670+97.1% |
| Participant deferral / active EE | $10,575 | $3,411+210.0% | $5,680+86.2% | $4,125+156.4% |
| Admin fee / account holder | $13,022 | $5,956+118.6% | $13,210-1.4% | $5,651+130.4% |