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 | $95,741 | $89,355+7.1% | $141,162-32.2% | $72,985+31.2% |
| Participation rate | 94.0% | 75.1%+18.9pp | 82.5%+11.5pp | 69.5%+24.5pp |
| Annual return | 22.25% | 111.85%-89.6pp | 71.39%-49.1pp | 81.00%-58.8pp |
| Employer contribution / active EE | $13,785 | $3,114+342.6% | $4,735+191.1% | $2,440+465.0% |
| Participant deferral / active EE | $8,822 | $5,418+62.8% | $6,709+31.5% | $3,607+144.6% |
| Admin fee / account holder | $8,949 | $5,958+50.2% | $10,261-12.8% | $5,124+74.6% |