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 | $94,683 | $81,460+16.2% | $103,333-8.4% | $80,856+17.1% |
| Participation rate | 96.8% | 66.8%+29.9pp | 74.5%+22.3pp | 67.6%+29.1pp |
| Annual return | 13.01% | 25.55%-12.5pp | 24.88%-11.9pp | 35.59%-22.6pp |
| Employer contribution / active EE | $3,583 | $3,105+15.4% | $3,868-7.4% | $2,755+30.1% |
| Participant deferral / active EE | $8,355 | $3,869+116.0% | $5,057+65.2% | $4,296+94.5% |
| Admin fee / account holder | $465 | $6,566-92.9% | $8,355-94.4% | $6,918-93.3% |