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 | $93,036 | $78,422+18.6% | $95,952-3.0% | $79,858+16.5% |
| Participation rate | 98.9% | 73.5%+25.5pp | 77.1%+21.9pp | 69.6%+29.3pp |
| Annual return | 17.79% | 19.37%-1.6pp | 91.61%-73.8pp | 31.71%-13.9pp |
| Employer contribution / active EE | $696 | $1,945-64.2% | $2,541-72.6% | $2,471-71.8% |
| Participant deferral / active EE | $4,494 | $3,440+30.7% | $4,167+7.9% | $3,740+20.2% |
| Admin fee / account holder | $7,402 | $5,622+31.7% | $6,795+8.9% | $5,306+39.5% |