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 | $109,333 | $98,750+10.7% | $149,696-27.0% | $79,858+36.9% |
| Participation rate | 87.0% | 75.8%+11.2pp | 82.5%+4.5pp | 69.6%+17.3pp |
| Annual return | 20.54% | 27.43%-6.9pp | 276.60%-256.1pp | 31.71%-11.2pp |
| Employer contribution / active EE | $6,211 | $3,216+93.1% | $4,644+33.7% | $2,471+151.4% |
| Participant deferral / active EE | $4,848 | $5,680-14.7% | $6,842-29.1% | $3,740+29.6% |
| Admin fee / account holder | $720 | $6,053-88.1% | $9,309-92.3% | $5,306-86.4% |