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 | $105,552 | $109,881-3.9% | $150,045-29.7% | $84,808+24.5% |
| Participation rate | 98.7% | 76.1%+22.6pp | 82.3%+16.3pp | 68.3%+30.4pp |
| Annual return | 19.54% | 28.25%-8.7pp | 62.55%-43.0pp | 40.90%-21.4pp |
| Employer contribution / active EE | $5,896 | $3,561+65.6% | $4,693+25.6% | $2,631+124.1% |
| Participant deferral / active EE | $9,925 | $6,636+49.6% | $7,997+24.1% | $4,212+135.7% |
| Admin fee / account holder | $4,336 | $8,568-49.4% | $13,435-67.7% | $7,344-41.0% |