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 | $114,449 | $101,724+12.5% | $164,813-30.6% | $80,856+41.5% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.6%+32.4pp |
| Annual return | 13.82% | 16.72%-2.9pp | 69.93%-56.1pp | 35.59%-21.8pp |
| Employer contribution / active EE | $6,605 | $2,953+123.6% | $4,341+52.2% | $2,755+139.8% |
| Participant deferral / active EE | $17,730 | $4,477+296.0% | $6,031+194.0% | $4,296+312.7% |
| Admin fee / account holder | $15,566 | $8,227+89.2% | $12,690+22.7% | $6,918+125.0% |