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 | $107,292 | $102,317+4.9% | $146,958-27.0% | $80,856+32.7% |
| Participation rate | 94.6% | 75.8%+18.8pp | 82.2%+12.5pp | 67.6%+27.0pp |
| Annual return | 12.71% | 134.76%-122.1pp | 418.34%-405.6pp | 35.59%-22.9pp |
| Employer contribution / active EE | $8,511 | $3,713+129.2% | $4,933+72.5% | $2,755+208.9% |
| Participant deferral / active EE | $8,611 | $6,644+29.6% | $8,070+6.7% | $4,296+100.5% |
| Admin fee / account holder | $18,496 | $7,941+132.9% | $12,998+42.3% | $6,918+167.4% |