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 | $109,989 | $80,717+36.3% | $154,803-28.9% | $84,808+29.7% |
| Participation rate | 88.2% | 66.8%+21.4pp | 78.1%+10.2pp | 68.3%+19.9pp |
| Annual return | 15.40% | 37.96%-22.6pp | 58.88%-43.5pp | 40.90%-25.5pp |
| Employer contribution / active EE | $4,542 | $2,761+64.5% | $4,305+5.5% | $2,631+72.6% |
| Participant deferral / active EE | $5,641 | $3,303+70.8% | $5,540+1.8% | $4,212+33.9% |
| Admin fee / account holder | $4,566 | $6,746-32.3% | $14,329-68.1% | $7,344-37.8% |