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 | $97,253 | $76,670+26.8% | $96,683+0.6% | $71,457+36.1% |
| Participation rate | 97.0% | 66.6%+30.4pp | 74.3%+22.7pp | 67.9%+29.1pp |
| Annual return | 19.63% | 48.29%-28.7pp | 35.69%-16.1pp | 28.85%-9.2pp |
| Employer contribution / active EE | $3,878 | $3,031+27.9% | $3,737+3.8% | $2,588+49.9% |
| Participant deferral / active EE | $8,327 | $3,771+120.8% | $4,878+70.7% | $4,289+94.2% |
| Admin fee / account holder | $4,213 | $2,028+107.7% | $6,730-37.4% | $1,587+165.4% |