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 | $119,995 | $98,750+21.5% | $149,696-19.8% | $79,858+50.3% |
| Participation rate | 76.4% | 75.8%+0.6pp | 82.5%-6.1pp | 69.6%+6.7pp |
| Annual return | 17.29% | 27.43%-10.1pp | 276.60%-259.3pp | 31.71%-14.4pp |
| Employer contribution / active EE | $6,352 | $3,216+97.5% | $4,644+36.8% | $2,471+157.1% |
| Participant deferral / active EE | $10,449 | $5,680+84.0% | $6,842+52.7% | $3,740+179.4% |
| Admin fee / account holder | $5,130 | $6,053-15.2% | $9,309-44.9% | $5,306-3.3% |