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 | $97,657 | $63,861+52.9% | $104,607-6.6% | $79,858+22.3% |
| Participation rate | 88.0% | 64.9%+23.1pp | 74.1%+13.9pp | 69.6%+18.4pp |
| Annual return | 16.89% | 21.30%-4.4pp | 340.46%-323.6pp | 31.71%-14.8pp |
| Employer contribution / active EE | $2,421 | $1,588+52.4% | $2,681-9.7% | $2,471-2.0% |
| Participant deferral / active EE | $4,048 | $2,693+50.3% | $3,740+8.2% | $3,740+8.2% |
| Admin fee / account holder | $4,081 | $4,185-2.5% | $6,473-37.0% | $5,306-23.1% |