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 | $101,740 | $69,977+45.4% | $108,579-6.3% | $62,891+61.8% |
| Participation rate | 95.8% | 72.9%+22.9pp | 79.6%+16.3pp | 69.3%+26.5pp |
| Annual return | 8.69% | 10.73%-2.0pp | -51.70%+60.4pp | 20.14%-11.4pp |
| Employer contribution / active EE | $4,107 | $2,135+92.4% | $3,758+9.3% | $2,281+80.1% |
| Participant deferral / active EE | $8,643 | $3,165+173.1% | $4,311+100.5% | $3,203+169.9% |
| Admin fee / account holder | $1,102 | $5,076-78.3% | $7,645-85.6% | $4,296-74.4% |