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 | $95,263 | $89,355+6.6% | $141,162-32.5% | $72,985+30.5% |
| Participation rate | 88.0% | 75.1%+12.9pp | 82.5%+5.5pp | 69.5%+18.5pp |
| Annual return | 21.55% | 111.85%-90.3pp | 71.39%-49.8pp | 81.00%-59.5pp |
| Employer contribution / active EE | $5,570 | $3,114+78.8% | $4,735+17.6% | $2,440+128.3% |
| Participant deferral / active EE | $9,545 | $5,418+76.2% | $6,709+42.3% | $3,607+164.6% |
| Admin fee / account holder | $4,084 | $5,958-31.5% | $10,261-60.2% | $5,124-20.3% |