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 | $137,952 | $89,753+53.7% | $107,525+28.3% | $84,808+62.7% |
| Participation rate | 97.1% | 68.1%+29.1pp | 75.1%+22.1pp | 68.3%+28.8pp |
| Annual return | 15.12% | 29.48%-14.4pp | 181.32%-166.2pp | 40.90%-25.8pp |
| Employer contribution / active EE | $14,086 | $3,113+352.4% | $3,754+275.3% | $2,631+435.4% |
| Participant deferral / active EE | $6,318 | $4,056+55.8% | $5,116+23.5% | $4,212+50.0% |
| Admin fee / account holder | $4,199 | $7,222-41.9% | $8,919-52.9% | $7,344-42.8% |