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 | $106,060 | $91,190+16.3% | $178,490-40.6% | $79,858+32.8% |
| Participation rate | 91.8% | 69.2%+22.6pp | 81.9%+9.8pp | 69.6%+22.1pp |
| Annual return | 14.74% | 24.19%-9.4pp | 151.07%-136.3pp | 31.71%-17.0pp |
| Employer contribution / active EE | $5,088 | $3,256+56.3% | $5,011+1.5% | $2,471+105.9% |
| Participant deferral / active EE | $7,488 | $3,236+131.4% | $5,202+43.9% | $3,740+100.2% |
| Admin fee / account holder | $8,810 | $6,751+30.5% | $13,984-37.0% | $5,306+66.0% |