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 | $101,698 | $100,041+1.7% | $149,718-32.1% | $70,131+45.0% |
| Participation rate | 87.9% | 83.6%+4.3pp | 87.1%+0.8pp | 69.5%+18.3pp |
| Annual return | 18.99% | 27.43%-8.4pp | 1501.63%-1482.6pp | 73.14%-54.1pp |
| Employer contribution / active EE | $13,249 | $3,662+261.8% | $5,445+143.3% | $2,342+465.6% |
| Participant deferral / active EE | $0 | $4,983-100.0% | $6,569-100.0% | $3,332-100.0% |
| Admin fee / account holder | $1,351 | $8,286-83.7% | $11,283-88.0% | $4,645-70.9% |