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 | $98,522 | $56,357+74.8% | $104,294-5.5% | $68,494+43.8% |
| Participation rate | 98.0% | 63.3%+34.7pp | 73.3%+24.7pp | 67.9%+30.1pp |
| Annual return | 3.54% | -9.19%+12.7pp | 24.61%-21.1pp | -7.84%+11.4pp |
| Employer contribution / active EE | $3,306 | $1,960+68.7% | $3,372-1.9% | $2,596+27.3% |
| Participant deferral / active EE | $6,584 | $3,077+114.0% | $4,625+42.4% | $4,027+63.5% |
| Admin fee / account holder | $42,243 | $4,903+761.7% | $7,339+475.6% | $5,403+681.9% |