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 | $107,606 | $62,586+71.9% | $76,768+40.2% | $64,186+67.6% |
| Participation rate | 98.7% | 72.8%+25.9pp | 77.0%+21.7pp | 69.6%+29.1pp |
| Annual return | 36.40% | -1.95%+38.3pp | 2.43%+34.0pp | 7.63%+28.8pp |
| Employer contribution / active EE | $7,181 | $1,832+292.0% | $2,485+189.0% | $2,381+201.6% |
| Participant deferral / active EE | $0 | $3,145-100.0% | $3,852-100.0% | $3,470-100.0% |
| Admin fee / account holder | $6,674 | $4,667+43.0% | $6,6750% | $4,888+36.5% |