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 4-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 | $89,133 | $148,978-40.2% | $200,582-55.6% | $84,808+5.1% |
| Participation rate | 89.8% | 84.2%+5.6pp | 86.9%+2.9pp | 68.3%+21.5pp |
| Annual return | 27.66% | 28.16%-0.5pp | 42.33%-14.7pp | 40.90%-13.2pp |
| Employer contribution / active EE | $10,135 | $4,815+110.5% | $6,419+57.9% | $2,631+285.2% |
| Participant deferral / active EE | $15,206 | $7,142+112.9% | $9,331+63.0% | $4,212+261.1% |
| Admin fee / account holder | $3,217 | $13,977-77.0% | $16,305-80.3% | $7,344-56.2% |