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 9-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 | $84,877 | $98,750-14.0% | $149,696-43.3% | $79,858+6.3% |
| Participation rate | 93.9% | 75.8%+18.2pp | 82.5%+11.5pp | 69.6%+24.3pp |
| Annual return | 15.33% | 27.43%-12.1pp | 276.60%-261.3pp | 31.71%-16.4pp |
| Employer contribution / active EE | $4,256 | $3,216+32.3% | $4,644-8.4% | $2,471+72.2% |
| Participant deferral / active EE | $10,667 | $5,680+87.8% | $6,842+55.9% | $3,740+185.2% |
| Admin fee / account holder | $6,054 | $6,0530% | $9,309-35.0% | $5,306+14.1% |