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 | $99,214 | $81,460+21.8% | $103,333-4.0% | $80,856+22.7% |
| Participation rate | 85.4% | 66.8%+18.5pp | 74.5%+10.9pp | 67.6%+17.7pp |
| Annual return | 12.24% | 25.55%-13.3pp | 24.88%-12.6pp | 35.59%-23.4pp |
| Employer contribution / active EE | $3,104 | $3,105-0.1% | $3,868-19.8% | $2,755+12.7% |
| Participant deferral / active EE | $5,743 | $3,869+48.4% | $5,057+13.6% | $4,296+33.7% |
| Admin fee / account holder | $11,832 | $6,566+80.2% | $8,355+41.6% | $6,918+71.0% |