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 | $130,920 | $98,750+32.6% | $149,696-12.5% | $79,858+63.9% |
| Participation rate | 95.7% | 75.8%+20.0pp | 82.5%+13.3pp | 69.6%+26.1pp |
| Annual return | 30.22% | 27.43%+2.8pp | 276.60%-246.4pp | 31.71%-1.5pp |
| Employer contribution / active EE | $12,868 | $3,216+300.1% | $4,644+177.1% | $2,471+420.8% |
| Participant deferral / active EE | $0 | $5,680-100.0% | $6,842-100.0% | $3,740-100.0% |
| Admin fee / account holder | $2,657 | $6,053-56.1% | $9,309-71.5% | $5,306-49.9% |