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 | $97,585 | $91,407+6.8% | $135,903-28.2% | $71,457+36.6% |
| Participation rate | 84.5% | 75.7%+8.9pp | 81.9%+2.6pp | 67.9%+16.6pp |
| Annual return | 26.91% | 29.90%-3.0pp | 68.23%-41.3pp | 28.85%-1.9pp |
| Employer contribution / active EE | $5,676 | $3,703+53.3% | $4,856+16.9% | $2,588+119.4% |
| Participant deferral / active EE | $12,006 | $7,092+69.3% | $7,758+54.8% | $4,289+179.9% |
| Admin fee / account holder | $5,047 | $1,266+298.8% | $10,762-53.1% | $1,587+218.0% |