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 | $99,440 | $98,750+0.7% | $149,696-33.6% | $79,858+24.5% |
| Participation rate | 97.7% | 75.8%+22.0pp | 82.5%+15.3pp | 69.6%+28.1pp |
| Annual return | 19.16% | 27.43%-8.3pp | 276.60%-257.4pp | 31.71%-12.6pp |
| Employer contribution / active EE | $6,309 | $3,216+96.1% | $4,644+35.8% | $2,471+155.3% |
| Participant deferral / active EE | $9,525 | $5,680+67.7% | $6,842+39.2% | $3,740+154.7% |
| Admin fee / account holder | $10,443 | $6,053+72.5% | $9,309+12.2% | $5,306+96.8% |