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 | $106,292 | $109,881-3.3% | $150,045-29.2% | $84,808+25.3% |
| Participation rate | 94.4% | 76.1%+18.4pp | 82.3%+12.1pp | 68.3%+26.1pp |
| Annual return | 21.95% | 28.25%-6.3pp | 62.55%-40.6pp | 40.90%-18.9pp |
| Employer contribution / active EE | $9,292 | $3,561+160.9% | $4,693+98.0% | $2,631+253.2% |
| Participant deferral / active EE | $13,408 | $6,636+102.1% | $7,997+67.7% | $4,212+218.4% |
| Admin fee / account holder | $13,956 | $8,568+62.9% | $13,435+3.9% | $7,344+90.0% |