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 | $107,539 | $100,923+6.6% | $150,045-28.3% | $74,304+44.7% |
| Participation rate | 91.1% | 70.1%+21.0pp | 82.3%+8.8pp | 60.3%+30.8pp |
| Annual return | 22.15% | 51.77%-29.6pp | 62.55%-40.4pp | 29.43%-7.3pp |
| Employer contribution / active EE | $4,954 | $3,463+43.0% | $4,693+5.6% | $2,241+121.0% |
| Participant deferral / active EE | $10,930 | $6,709+62.9% | $7,997+36.7% | $3,767+190.1% |
| Admin fee / account holder | $4,071 | $2,767+47.1% | $13,435-69.7% | $2,969+37.1% |