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 | $87,617 | $91,552-4.3% | $133,956-34.6% | $79,858+9.7% |
| Participation rate | 86.0% | 73.3%+12.7pp | 79.8%+6.2pp | 69.6%+16.4pp |
| Annual return | 18.11% | 61.85%-43.7pp | 45.09%-27.0pp | 31.71%-13.6pp |
| Employer contribution / active EE | $4,287 | $2,384+79.9% | $3,919+9.4% | $2,471+73.5% |
| Participant deferral / active EE | $9,430 | $3,733+152.6% | $5,048+86.8% | $3,740+152.1% |
| Admin fee / account holder | $4,709 | $6,321-25.5% | $8,927-47.3% | $5,306-11.3% |