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 | $107,936 | $78,705+37.1% | $117,854-8.4% | $70,131+53.9% |
| Participation rate | 89.6% | 73.2%+16.4pp | 79.7%+9.9pp | 69.5%+20.1pp |
| Annual return | 13.37% | 23.30%-9.9pp | 335.08%-321.7pp | 73.14%-59.8pp |
| Employer contribution / active EE | $3,200 | $2,223+43.9% | $3,786-15.5% | $2,342+36.6% |
| Participant deferral / active EE | $3,608 | $3,297+9.4% | $4,482-19.5% | $3,332+8.3% |
| Admin fee / account holder | $2,439 | $5,065-51.8% | $8,020-69.6% | $4,645-47.5% |