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 | $97,915 | $76,552+27.9% | $123,892-21.0% | $62,891+55.7% |
| Participation rate | 91.4% | 73.0%+18.4pp | 81.4%+10.0pp | 69.3%+22.1pp |
| Annual return | 8.62% | 18.68%-10.1pp | 47.52%-38.9pp | 20.14%-11.5pp |
| Employer contribution / active EE | $5,586 | $2,883+93.8% | $4,617+21.0% | $2,281+144.9% |
| Participant deferral / active EE | $15,004 | $4,840+210.0% | $5,984+150.7% | $3,203+368.5% |
| Admin fee / account holder | $2,311 | $4,826-52.1% | $8,357-72.3% | $4,296-46.2% |