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 | $93,428 | $80,717+15.7% | $154,803-39.6% | $84,808+10.2% |
| Participation rate | 79.3% | 66.8%+12.5pp | 78.1%+1.2pp | 68.3%+11.0pp |
| Annual return | 17.54% | 37.96%-20.4pp | 58.88%-41.3pp | 40.90%-23.4pp |
| Employer contribution / active EE | $3,838 | $2,761+39.0% | $4,305-10.9% | $2,631+45.9% |
| Participant deferral / active EE | $7,677 | $3,303+132.4% | $5,540+38.6% | $4,212+82.3% |
| Admin fee / account holder | $15,360 | $6,746+127.7% | $14,329+7.2% | $7,344+109.2% |