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 | $112,834 | $59,443+89.8% | $70,164+60.8% | $75,163+50.1% |
| Participation rate | 96.4% | 71.6%+24.8pp | 78.8%+17.6pp | 67.2%+29.2pp |
| Annual return | 15.79% | 18.53%-2.7pp | 18.87%-3.1pp | 160.62%-144.8pp |
| Employer contribution / active EE | $7,261 | $3,306+119.6% | $4,287+69.4% | $2,670+172.0% |
| Participant deferral / active EE | $0 | $3,653-100.0% | $5,395-100.0% | $4,125-100.0% |
| Admin fee / account holder | $17,447 | $4,397+296.8% | $4,561+282.5% | $5,651+208.8% |