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 | $96,272 | $98,750-2.5% | $149,696-35.7% | $79,858+20.6% |
| Participation rate | 97.8% | 75.8%+22.0pp | 82.5%+15.3pp | 69.6%+28.1pp |
| Annual return | 19.49% | 27.43%-7.9pp | 276.60%-257.1pp | 31.71%-12.2pp |
| Employer contribution / active EE | $6,592 | $3,216+105.0% | $4,644+41.9% | $2,471+166.8% |
| Participant deferral / active EE | $13,349 | $5,680+135.0% | $6,842+95.1% | $3,740+256.9% |
| Admin fee / account holder | $10,041 | $6,053+65.9% | $9,309+7.9% | $5,306+89.2% |