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 | $83,569 | $72,277+15.6% | $101,248-17.5% | $79,858+4.6% |
| Participation rate | 98.7% | 68.5%+30.2pp | 75.8%+22.9pp | 69.6%+29.1pp |
| Annual return | 14.71% | 22.30%-7.6pp | 46.47%-31.8pp | 31.71%-17.0pp |
| Employer contribution / active EE | $2,339 | $2,692-13.1% | $3,660-36.1% | $2,471-5.3% |
| Participant deferral / active EE | $5,357 | $3,282+63.2% | $4,370+22.6% | $3,740+43.2% |
| Admin fee / account holder | $7,048 | $4,400+60.2% | $5,945+18.5% | $5,306+32.8% |