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 | $98,206 | $98,750-0.6% | $149,696-34.4% | $79,858+23.0% |
| Participation rate | 94.5% | 75.8%+18.8pp | 82.5%+12.1pp | 69.6%+24.9pp |
| Annual return | 15.35% | 27.43%-12.1pp | 276.60%-261.3pp | 31.71%-16.4pp |
| Employer contribution / active EE | $3,412 | $3,216+6.1% | $4,644-26.5% | $2,471+38.1% |
| Participant deferral / active EE | $7,248 | $5,680+27.6% | $6,842+5.9% | $3,740+93.8% |
| Admin fee / account holder | $20,935 | $6,053+245.9% | $9,309+124.9% | $5,306+294.5% |