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 | $94,715 | $93,571+1.2% | $135,903-30.3% | $75,163+26.0% |
| Participation rate | 97.4% | 75.2%+22.2pp | 81.9%+15.5pp | 67.2%+30.2pp |
| Annual return | 15.86% | 30.90%-15.0pp | 68.23%-52.4pp | 160.62%-144.8pp |
| Employer contribution / active EE | $7,638 | $3,537+116.0% | $4,856+57.3% | $2,670+186.1% |
| Participant deferral / active EE | $8,982 | $6,404+40.3% | $7,758+15.8% | $4,125+117.7% |
| Admin fee / account holder | $17,594 | $6,975+152.2% | $10,762+63.5% | $5,651+211.4% |