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 | $103,996 | $80,717+28.8% | $154,803-32.8% | $84,808+22.6% |
| Participation rate | 90.5% | 66.8%+23.7pp | 78.1%+12.4pp | 68.3%+22.2pp |
| Annual return | 20.45% | 37.96%-17.5pp | 58.88%-38.4pp | 40.90%-20.4pp |
| Employer contribution / active EE | $4,797 | $2,761+73.7% | $4,305+11.4% | $2,631+82.3% |
| Participant deferral / active EE | $7,753 | $3,303+134.7% | $5,540+39.9% | $4,212+84.1% |
| Admin fee / account holder | $3,012 | $6,746-55.3% | $14,329-79.0% | $7,344-59.0% |