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 | $89,111 | $98,750-9.8% | $149,696-40.5% | $79,858+11.6% |
| Participation rate | 94.1% | 75.8%+18.3pp | 82.5%+11.6pp | 69.6%+24.5pp |
| Annual return | 18.39% | 27.43%-9.0pp | 276.60%-258.2pp | 31.71%-13.3pp |
| Employer contribution / active EE | $12,063 | $3,216+275.0% | $4,644+159.7% | $2,471+388.2% |
| Participant deferral / active EE | $7,235 | $5,680+27.4% | $6,842+5.7% | $3,740+93.4% |
| Admin fee / account holder | $7,555 | $6,053+24.8% | $9,309-18.8% | $5,306+42.4% |