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 | $91,608 | $80,717+13.5% | $154,803-40.8% | $84,808+8.0% |
| Participation rate | 96.4% | 66.8%+29.6pp | 78.1%+18.4pp | 68.3%+28.1pp |
| Annual return | 14.62% | 37.96%-23.3pp | 58.88%-44.3pp | 40.90%-26.3pp |
| Employer contribution / active EE | $4,601 | $2,761+66.6% | $4,305+6.9% | $2,631+74.9% |
| Participant deferral / active EE | $2,575 | $3,303-22.0% | $5,540-53.5% | $4,212-38.9% |
| Admin fee / account holder | $15,328 | $6,746+127.2% | $14,329+7.0% | $7,344+108.7% |