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 | $85,230 | $85,766-0.6% | $136,294-37.5% | $70,131+21.5% |
| Participation rate | 98.5% | 74.2%+24.3pp | 81.9%+16.5pp | 69.5%+28.9pp |
| Annual return | 28.50% | 31.45%-3.0pp | 5155.94%-5127.4pp | 73.14%-44.6pp |
| Employer contribution / active EE | $7,140 | $2,966+140.7% | $4,695+52.1% | $2,342+204.8% |
| Participant deferral / active EE | $8,500 | $5,051+68.3% | $6,247+36.1% | $3,332+155.1% |
| Admin fee / account holder | $2,820 | $5,420-48.0% | $9,243-69.5% | $4,645-39.3% |