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 | $97,307 | $98,750-1.5% | $149,696-35.0% | $79,858+21.9% |
| Participation rate | 89.3% | 75.8%+13.5pp | 82.5%+6.8pp | 69.6%+19.7pp |
| Annual return | 15.93% | 27.43%-11.5pp | 276.60%-260.7pp | 31.71%-15.8pp |
| Employer contribution / active EE | $10,004 | $3,216+211.0% | $4,644+115.4% | $2,471+304.9% |
| Participant deferral / active EE | $11,032 | $5,680+94.2% | $6,842+61.3% | $3,740+195.0% |
| Admin fee / account holder | $4,675 | $6,053-22.8% | $9,309-49.8% | $5,306-11.9% |