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 | $91,159 | $98,750-7.7% | $149,696-39.1% | $79,858+14.2% |
| Participation rate | 96.7% | 75.8%+20.9pp | 82.5%+14.2pp | 69.6%+27.0pp |
| Annual return | 20.25% | 27.43%-7.2pp | 276.60%-256.4pp | 31.71%-11.5pp |
| Employer contribution / active EE | $10,600 | $3,216+229.6% | $4,644+128.2% | $2,471+329.0% |
| Participant deferral / active EE | $8,274 | $5,680+45.7% | $6,842+20.9% | $3,740+121.2% |
| Admin fee / account holder | $1,087 | $6,053-82.0% | $9,309-88.3% | $5,306-79.5% |