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 | $114,783 | $109,881+4.5% | $150,045-23.5% | $84,808+35.3% |
| Participation rate | 95.9% | 76.1%+19.9pp | 82.3%+13.6pp | 68.3%+27.6pp |
| Annual return | 19.82% | 28.25%-8.4pp | 62.55%-42.7pp | 40.90%-21.1pp |
| Employer contribution / active EE | $4,142 | $3,561+16.3% | $4,693-11.7% | $2,631+57.4% |
| Participant deferral / active EE | $9,901 | $6,636+49.2% | $7,997+23.8% | $4,212+135.1% |
| Admin fee / account holder | $5,199 | $8,568-39.3% | $13,435-61.3% | $7,344-29.2% |