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 | $111,514 | $87,870+26.9% | $113,168-1.5% | $74,304+50.1% |
| Participation rate | 90.7% | 70.7%+19.9pp | 76.6%+14.1pp | 60.3%+30.3pp |
| Annual return | 19.14% | 26.44%-7.3pp | 24.27%-5.1pp | 29.43%-10.3pp |
| Employer contribution / active EE | $4,401 | $2,277+93.3% | $2,975+47.9% | $2,241+96.4% |
| Participant deferral / active EE | $9,366 | $4,241+120.9% | $5,107+83.4% | $3,767+148.6% |
| Admin fee / account holder | $7,891 | $3,368+134.3% | $12,068-34.6% | $2,969+165.8% |