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 | $103,723 | $98,750+5.0% | $149,696-30.7% | $79,858+29.9% |
| Participation rate | 97.2% | 75.8%+21.4pp | 82.5%+14.7pp | 69.6%+27.6pp |
| Annual return | 17.04% | 27.43%-10.4pp | 276.60%-259.6pp | 31.71%-14.7pp |
| Employer contribution / active EE | $6,205 | $3,216+92.9% | $4,644+33.6% | $2,471+151.1% |
| Participant deferral / active EE | $12,147 | $5,680+113.9% | $6,842+77.5% | $3,740+224.8% |
| Admin fee / account holder | $9,842 | $6,053+62.6% | $9,309+5.7% | $5,306+85.5% |