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 | $93,400 | $77,314+20.8% | $177,989-47.5% | $80,856+15.5% |
| Participation rate | 91.9% | 65.7%+26.2pp | 77.1%+14.8pp | 67.6%+24.2pp |
| Annual return | 11.69% | 18.09%-6.4pp | 294.48%-282.8pp | 35.59%-23.9pp |
| Employer contribution / active EE | $3,061 | $2,292+33.5% | $3,949-22.5% | $2,755+11.1% |
| Participant deferral / active EE | $5,373 | $4,411+21.8% | $6,276-14.4% | $4,296+25.1% |
| Admin fee / account holder | $4,951 | $7,191-31.1% | $10,363-52.2% | $6,918-28.4% |