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 | $76,975 | $93,571-17.7% | $135,903-43.4% | $75,163+2.4% |
| Participation rate | 95.1% | 75.2%+19.9pp | 81.9%+13.2pp | 67.2%+27.9pp |
| Annual return | 23.16% | 30.90%-7.7pp | 68.23%-45.1pp | 160.62%-137.5pp |
| Employer contribution / active EE | $5,496 | $3,537+55.4% | $4,856+13.2% | $2,670+105.9% |
| Participant deferral / active EE | $13,754 | $6,404+114.8% | $7,758+77.3% | $4,125+233.4% |
| Admin fee / account holder | $1,942 | $6,975-72.2% | $10,762-82.0% | $5,651-65.6% |