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 | $93,394 | $98,750-5.4% | $149,696-37.6% | $79,858+16.9% |
| Participation rate | 93.7% | 75.8%+17.9pp | 82.5%+11.2pp | 69.6%+24.1pp |
| Annual return | 47.42% | 27.43%+20.0pp | 276.60%-229.2pp | 31.71%+15.7pp |
| Employer contribution / active EE | $13,251 | $3,216+312.0% | $4,644+185.3% | $2,471+436.3% |
| Participant deferral / active EE | $0 | $5,680-100.0% | $6,842-100.0% | $3,740-100.0% |
| Admin fee / account holder | $4,050 | $6,053-33.1% | $9,309-56.5% | $5,306-23.7% |