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 | $108,379 | $98,750+9.8% | $149,696-27.6% | $79,858+35.7% |
| Participation rate | 94.3% | 75.8%+18.6pp | 82.5%+11.9pp | 69.6%+24.7pp |
| Annual return | 16.50% | 27.43%-10.9pp | 276.60%-260.1pp | 31.71%-15.2pp |
| Employer contribution / active EE | $6,028 | $3,216+87.4% | $4,644+29.8% | $2,471+144.0% |
| Participant deferral / active EE | $12,878 | $5,680+126.7% | $6,842+88.2% | $3,740+244.3% |
| Admin fee / account holder | $1,737 | $6,053-71.3% | $9,309-81.3% | $5,306-67.3% |