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 | $115,899 | $94,625+22.5% | $116,228-0.3% | $84,808+36.7% |
| Participation rate | 93.3% | 70.4%+22.9pp | 74.6%+18.8pp | 68.3%+25.0pp |
| Annual return | 13.50% | 20.40%-6.9pp | 90.06%-76.6pp | 40.90%-27.4pp |
| Employer contribution / active EE | $4,858 | $2,347+107.0% | $2,994+62.2% | $2,631+84.7% |
| Participant deferral / active EE | $9,181 | $3,972+131.2% | $4,953+85.4% | $4,212+118.0% |
| Admin fee / account holder | $2,697 | $10,091-73.3% | $11,989-77.5% | $7,344-63.3% |