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 | $86,290 | $94,625-8.8% | $116,228-25.8% | $84,808+1.7% |
| Participation rate | 89.2% | 70.4%+18.8pp | 74.6%+14.7pp | 68.3%+20.9pp |
| Annual return | 19.95% | 20.40%-0.5pp | 90.06%-70.1pp | 40.90%-21.0pp |
| Employer contribution / active EE | $3,083 | $2,347+31.4% | $2,994+3.0% | $2,631+17.2% |
| Participant deferral / active EE | $9,637 | $3,972+142.6% | $4,953+94.6% | $4,212+128.8% |
| Admin fee / account holder | $14,792 | $10,091+46.6% | $11,989+23.4% | $7,344+101.4% |