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 | $99,603 | $87,733+13.5% | $106,548-6.5% | $85,850+16.0% |
| Participation rate | 86.0% | 71.9%+14.1pp | 76.1%+9.9pp | 69.3%+16.7pp |
| Annual return | 12.67% | 21.86%-9.2pp | 26.80%-14.1pp | 318.53%-305.9pp |
| Employer contribution / active EE | $2,993 | $2,073+44.4% | $2,819+6.2% | $2,565+16.7% |
| Participant deferral / active EE | $4,626 | $3,469+33.3% | $4,398+5.2% | $3,952+17.1% |
| Admin fee / account holder | $22,581 | $6,767+233.7% | $7,407+204.9% | $6,260+260.7% |