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 | $97,571 | $80,968+20.5% | $96,544+1.1% | $75,163+29.8% |
| Participation rate | 94.5% | 71.8%+22.7pp | 76.0%+18.5pp | 67.2%+27.3pp |
| Annual return | 14.47% | 27.06%-12.6pp | 25.84%-11.4pp | 160.62%-146.1pp |
| Employer contribution / active EE | $3,305 | $2,282+44.8% | $2,965+11.5% | $2,670+23.8% |
| Participant deferral / active EE | $5,580 | $3,928+42.1% | $4,851+15.0% | $4,125+35.3% |
| Admin fee / account holder | $7,508 | $6,724+11.7% | $8,252-9.0% | $5,651+32.9% |