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 | $92,968 | $78,422+18.5% | $95,952-3.1% | $79,858+16.4% |
| Participation rate | 95.5% | 73.5%+22.0pp | 77.1%+18.4pp | 69.6%+25.8pp |
| Annual return | 20.97% | 19.37%+1.6pp | 91.61%-70.6pp | 31.71%-10.7pp |
| Employer contribution / active EE | $2,238 | $1,945+15.1% | $2,541-11.9% | $2,471-9.4% |
| Participant deferral / active EE | $4,389 | $3,440+27.6% | $4,167+5.3% | $3,740+17.3% |
| Admin fee / account holder | $4,399 | $5,622-21.8% | $6,795-35.3% | $5,306-17.1% |