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 | $78,595 | $72,492+8.4% | $87,100-9.8% | $72,985+7.7% |
| Participation rate | 90.0% | 72.8%+17.2pp | 76.9%+13.1pp | 69.5%+20.5pp |
| Annual return | 21.84% | 24.46%-2.6pp | 28.19%-6.4pp | 81.00%-59.2pp |
| Employer contribution / active EE | $2,986 | $1,894+57.7% | $2,521+18.4% | $2,440+22.4% |
| Participant deferral / active EE | $5,990 | $3,270+83.2% | $4,049+47.9% | $3,607+66.0% |
| Admin fee / account holder | $17,124 | $5,055+238.8% | $7,497+128.4% | $5,124+234.2% |