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 | $105,858 | $83,477+26.8% | $125,175-15.4% | $72,985+45.0% |
| Participation rate | 90.2% | 73.3%+16.9pp | 79.8%+10.4pp | 69.5%+20.7pp |
| Annual return | 17.89% | 25.78%-7.9pp | 43.79%-25.9pp | 81.00%-63.1pp |
| Employer contribution / active EE | $5,009 | $2,345+113.6% | $3,865+29.6% | $2,440+105.3% |
| Participant deferral / active EE | $0 | $3,585-100.0% | $4,937-100.0% | $3,607-100.0% |
| Admin fee / account holder | $6,808 | $5,517+23.4% | $9,702-29.8% | $5,124+32.8% |