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 | $122,685 | $109,881+11.7% | $150,045-18.2% | $84,808+44.7% |
| Participation rate | 97.0% | 76.1%+20.9pp | 82.3%+14.6pp | 68.3%+28.7pp |
| Annual return | 18.77% | 28.25%-9.5pp | 62.55%-43.8pp | 40.90%-22.1pp |
| Employer contribution / active EE | $5,316 | $3,561+49.3% | $4,693+13.3% | $2,631+102.0% |
| Participant deferral / active EE | $9,942 | $6,636+49.8% | $7,997+24.3% | $4,212+136.1% |
| Admin fee / account holder | $2,712 | $8,568-68.3% | $13,435-79.8% | $7,344-63.1% |