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 | $85,809 | $82,664+3.8% | $125,339-31.5% | $68,494+25.3% |
| Participation rate | 98.8% | 75.0%+23.7pp | 82.4%+16.4pp | 67.9%+30.9pp |
| Annual return | 12.99% | -5.97%+19.0pp | 572.05%-559.1pp | -7.84%+20.8pp |
| Employer contribution / active EE | $7,317 | $3,381+116.4% | $4,814+52.0% | $2,596+181.8% |
| Participant deferral / active EE | $0 | $6,110-100.0% | $7,446-100.0% | $4,027-100.0% |
| Admin fee / account holder | $2,109 | $6,275-66.4% | $10,010-78.9% | $5,403-61.0% |