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 7-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 | $96,875 | $100,923-4.0% | $150,045-35.4% | $74,304+30.4% |
| Participation rate | 97.6% | 70.1%+27.5pp | 82.3%+15.3pp | 60.3%+37.3pp |
| Annual return | 35.67% | 51.77%-16.1pp | 62.55%-26.9pp | 29.43%+6.2pp |
| Employer contribution / active EE | $10,368 | $3,463+199.4% | $4,693+120.9% | $2,241+362.6% |
| Participant deferral / active EE | $16,465 | $6,709+145.4% | $7,997+105.9% | $3,767+337.1% |
| Admin fee / account holder | $5,302 | $2,767+91.6% | $13,435-60.5% | $2,969+78.6% |