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 | $85,424 | $72,277+18.2% | $101,248-15.6% | $79,858+7.0% |
| Participation rate | 98.8% | 68.5%+30.3pp | 75.8%+23.0pp | 69.6%+29.2pp |
| Annual return | 17.28% | 22.30%-5.0pp | 46.47%-29.2pp | 31.71%-14.4pp |
| Employer contribution / active EE | $4,228 | $2,692+57.1% | $3,660+15.5% | $2,471+71.1% |
| Participant deferral / active EE | $8,317 | $3,282+153.4% | $4,370+90.3% | $3,740+122.4% |
| Admin fee / account holder | $2,867 | $4,400-34.8% | $5,945-51.8% | $5,306-46.0% |