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 | $110,253 | $93,571+17.8% | $135,903-18.9% | $75,163+46.7% |
| Participation rate | 96.0% | 75.2%+20.8pp | 81.9%+14.1pp | 67.2%+28.8pp |
| Annual return | 20.26% | 30.90%-10.6pp | 68.23%-48.0pp | 160.62%-140.4pp |
| Employer contribution / active EE | $8,911 | $3,537+152.0% | $4,856+83.5% | $2,670+233.8% |
| Participant deferral / active EE | $6,464 | $6,404+0.9% | $7,758-16.7% | $4,125+56.7% |
| Admin fee / account holder | $6,598 | $6,975-5.4% | $10,762-38.7% | $5,651+16.8% |