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 | $102,201 | $110,261-7.3% | $95,745+6.7% | $139,434-26.7% |
| Participation rate | 90.9% | 75.8%+15.2pp | 72.3%+18.6pp | 80.3%+10.6pp |
| Annual return | 12.61% | 27.11%-14.5pp | 28.35%-15.7pp | 372.94%-360.3pp |
| Employer contribution / active EE | $4,712 | $3,257+44.7% | $2,835+66.2% | $4,751-0.8% |
| Participant deferral / active EE | $7,901 | $4,676+69.0% | $4,245+86.1% | $6,710+17.7% |
| Admin fee / account holder | $9,408 | $6,613+42.3% | $5,678+65.7% | $11,403-17.5% |