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 | $85,447 | $76,552+11.6% | $123,892-31.0% | $62,891+35.9% |
| Participation rate | 94.4% | 73.0%+21.5pp | 81.4%+13.0pp | 69.3%+25.1pp |
| Annual return | 5.90% | 18.68%-12.8pp | 47.52%-41.6pp | 20.14%-14.2pp |
| Employer contribution / active EE | $4,589 | $2,883+59.2% | $4,617-0.6% | $2,281+101.2% |
| Participant deferral / active EE | $6,474 | $4,840+33.8% | $5,984+8.2% | $3,203+102.1% |
| Admin fee / account holder | $26,536 | $4,826+449.9% | $8,357+217.5% | $4,296+517.8% |