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 | $96,038 | $85,766+12.0% | $136,294-29.5% | $70,131+36.9% |
| Participation rate | 98.1% | 74.2%+24.0pp | 81.9%+16.2pp | 69.5%+28.6pp |
| Annual return | 14.27% | 31.45%-17.2pp | 5155.94%-5141.7pp | 73.14%-58.9pp |
| Employer contribution / active EE | $2,843 | $2,966-4.2% | $4,695-39.5% | $2,342+21.4% |
| Participant deferral / active EE | $8,754 | $5,051+73.3% | $6,247+40.1% | $3,332+162.8% |
| Admin fee / account holder | $22,968 | $5,420+323.7% | $9,243+148.5% | $4,645+394.4% |