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 7-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 | $95,272 | $89,753+6.1% | $107,525-11.4% | $84,808+12.3% |
| Participation rate | 89.8% | 68.1%+21.7pp | 75.1%+14.7pp | 68.3%+21.5pp |
| Annual return | 15.30% | 29.48%-14.2pp | 181.32%-166.0pp | 40.90%-25.6pp |
| Employer contribution / active EE | $5,314 | $3,113+70.7% | $3,754+41.6% | $2,631+102.0% |
| Participant deferral / active EE | $12,018 | $4,056+196.3% | $5,116+134.9% | $4,212+185.4% |
| Admin fee / account holder | $4,560 | $7,222-36.9% | $8,919-48.9% | $7,344-37.9% |