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 | $109,569 | $114,381-4.2% | $107,525+1.9% | $142,382-23.0% |
| Participation rate | 85.7% | 78.1%+7.6pp | 75.1%+10.6pp | 80.1%+5.6pp |
| Annual return | 17.18% | 242.71%-225.5pp | 181.32%-164.1pp | 217.08%-199.9pp |
| Employer contribution / active EE | $2,218 | $4,015-44.7% | $3,754-40.9% | $4,299-48.4% |
| Participant deferral / active EE | $7,157 | $5,564+28.6% | $5,116+39.9% | $6,507+10.0% |
| Admin fee / account holder | $3,190 | $9,860-67.7% | $8,919-64.2% | $12,624-74.7% |