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 | $93,164 | $78,672+18.4% | $109,143-14.6% | $85,850+8.5% |
| Participation rate | 97.4% | 68.3%+29.2pp | 75.9%+21.6pp | 69.3%+28.1pp |
| Annual return | 14.68% | 25.09%-10.4pp | 25.75%-11.1pp | 318.53%-303.8pp |
| Employer contribution / active EE | $17,228 | $2,735+530.0% | $3,722+362.9% | $2,565+571.6% |
| Participant deferral / active EE | $0 | $3,467-100.0% | $4,653-100.0% | $3,952-100.0% |
| Admin fee / account holder | $3,730 | $5,469-31.8% | $6,752-44.8% | $6,260-40.4% |