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 | $82,484 | $65,365+26.2% | $92,893-11.2% | $72,985+13.0% |
| Participation rate | 98.0% | 68.3%+29.7pp | 76.0%+22.0pp | 69.5%+28.5pp |
| Annual return | 23.34% | 42.10%-18.8pp | 109.41%-86.1pp | 81.00%-57.7pp |
| Employer contribution / active EE | $4,242 | $2,594+63.5% | $3,653+16.1% | $2,440+73.9% |
| Participant deferral / active EE | $9,954 | $3,128+218.2% | $4,236+135.0% | $3,607+175.9% |
| Admin fee / account holder | $2,848 | $4,251-33.0% | $5,794-50.9% | $5,124-44.4% |