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 6-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 | $109,410 | $101,724+7.6% | $164,813-33.6% | $80,856+35.3% |
| Participation rate | 96.9% | 71.8%+25.0pp | 78.6%+18.3pp | 67.6%+29.2pp |
| Annual return | 12.16% | 16.72%-4.6pp | 69.93%-57.8pp | 35.59%-23.4pp |
| Employer contribution / active EE | $15,625 | $2,953+429.0% | $4,341+260.0% | $2,755+467.2% |
| Participant deferral / active EE | $0 | $4,477-100.0% | $6,031-100.0% | $4,296-100.0% |
| Admin fee / account holder | $10,282 | $8,227+25.0% | $12,690-19.0% | $6,918+48.6% |