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 6-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 | $88,408 | $148,978-40.7% | $200,582-55.9% | $84,808+4.2% |
| Participation rate | 90.0% | 84.2%+5.8pp | 86.9%+3.1pp | 68.3%+21.7pp |
| Annual return | 22.03% | 28.16%-6.1pp | 42.33%-20.3pp | 40.90%-18.9pp |
| Employer contribution / active EE | $10,469 | $4,815+117.4% | $6,419+63.1% | $2,631+297.9% |
| Participant deferral / active EE | $8,475 | $7,142+18.7% | $9,331-9.2% | $4,212+101.2% |
| Admin fee / account holder | $501 | $13,977-96.4% | $16,305-96.9% | $7,344-93.2% |