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 | $93,129 | $232,540-60.0% | $185,117-49.7% | $147,584-36.9% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 18.34% | 43.03%-24.7pp | 40.50%-22.2pp | 578.55%-560.2pp |
| Employer contribution / active EE | $6,990 | $5,195+34.5% | $4,182+67.2% | $4,876+43.3% |
| Participant deferral / active EE | $12,792 | $5,834+119.3% | $5,045+153.6% | $5,439+135.2% |
| Admin fee / account holder | $3,848 | $10,275-62.6% | $8,159-52.8% | $10,885-64.7% |