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 | $94,169 | $91,552+2.9% | $133,956-29.7% | $79,858+17.9% |
| Participation rate | 93.8% | 73.3%+20.4pp | 79.8%+13.9pp | 69.6%+24.1pp |
| Annual return | 23.53% | 61.85%-38.3pp | 45.09%-21.6pp | 31.71%-8.2pp |
| Employer contribution / active EE | $3,943 | $2,384+65.4% | $3,919+0.6% | $2,471+59.6% |
| Participant deferral / active EE | $7,964 | $3,733+113.3% | $5,048+57.8% | $3,740+112.9% |
| Admin fee / account holder | $8,840 | $6,321+39.9% | $8,927-1.0% | $5,306+66.6% |