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 | $95,163 | $99,985-4.8% | $146,665-35.1% | $85,850+10.8% |
| Participation rate | 92.0% | 73.1%+18.9pp | 80.1%+11.9pp | 69.3%+22.7pp |
| Annual return | 11.51% | 18.93%-7.4pp | 22.74%-11.2pp | 318.53%-307.0pp |
| Employer contribution / active EE | $3,529 | $2,559+37.9% | $4,136-14.7% | $2,565+37.6% |
| Participant deferral / active EE | $8,546 | $4,006+113.3% | $5,506+55.2% | $3,952+116.3% |
| Admin fee / account holder | $12,367 | $7,702+60.6% | $10,280+20.3% | $6,260+97.6% |