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 | $109,798 | $98,750+11.2% | $149,696-26.7% | $79,858+37.5% |
| Participation rate | 96.3% | 75.8%+20.6pp | 82.5%+13.9pp | 69.6%+26.7pp |
| Annual return | 20.22% | 27.43%-7.2pp | 276.60%-256.4pp | 31.71%-11.5pp |
| Employer contribution / active EE | $4,909 | $3,216+52.6% | $4,644+5.7% | $2,471+98.7% |
| Participant deferral / active EE | $9,643 | $5,680+69.8% | $6,842+40.9% | $3,740+157.8% |
| Admin fee / account holder | $973 | $6,053-83.9% | $9,309-89.5% | $5,306-81.7% |