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 | $109,353 | $109,881-0.5% | $150,045-27.1% | $84,808+28.9% |
| Participation rate | 88.6% | 76.1%+12.6pp | 82.3%+6.3pp | 68.3%+20.3pp |
| Annual return | 17.11% | 28.25%-11.1pp | 62.55%-45.4pp | 40.90%-23.8pp |
| Employer contribution / active EE | $6,438 | $3,561+80.8% | $4,693+37.2% | $2,631+144.7% |
| Participant deferral / active EE | $21,299 | $6,636+221.0% | $7,997+166.3% | $4,212+405.7% |
| Admin fee / account holder | $11,802 | $8,568+37.7% | $13,435-12.2% | $7,344+60.7% |