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 | $84,029 | $94,625-11.2% | $116,228-27.7% | $84,808-0.9% |
| Participation rate | 89.7% | 70.4%+19.2pp | 74.6%+15.1pp | 68.3%+21.3pp |
| Annual return | 18.60% | 20.40%-1.8pp | 90.06%-71.5pp | 40.90%-22.3pp |
| Employer contribution / active EE | $8,592 | $2,347+266.1% | $2,994+186.9% | $2,631+226.6% |
| Participant deferral / active EE | $14,772 | $3,972+271.9% | $4,953+198.2% | $4,212+250.7% |
| Admin fee / account holder | $8,562 | $10,091-15.2% | $11,989-28.6% | $7,344+16.6% |