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 | $107,916 | $98,750+9.3% | $149,696-27.9% | $79,858+35.1% |
| Participation rate | 90.4% | 75.8%+14.6pp | 82.5%+7.9pp | 69.6%+20.8pp |
| Annual return | 16.25% | 27.43%-11.2pp | 276.60%-260.4pp | 31.71%-15.5pp |
| Employer contribution / active EE | $3,616 | $3,216+12.4% | $4,644-22.1% | $2,471+46.4% |
| Participant deferral / active EE | $9,050 | $5,680+59.3% | $6,842+32.3% | $3,740+142.0% |
| Admin fee / account holder | $4,629 | $6,053-23.5% | $9,309-50.3% | $5,306-12.8% |