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 | $109,395 | $94,625+15.6% | $116,228-5.9% | $84,808+29.0% |
| Participation rate | 97.7% | 70.4%+27.2pp | 74.6%+23.1pp | 68.3%+29.4pp |
| Annual return | 16.48% | 20.40%-3.9pp | 90.06%-73.6pp | 40.90%-24.4pp |
| Employer contribution / active EE | $4,548 | $2,347+93.8% | $2,994+51.9% | $2,631+72.9% |
| Participant deferral / active EE | $5,013 | $3,972+26.2% | $4,953+1.2% | $4,212+19.0% |
| Admin fee / account holder | $3,251 | $10,091-67.8% | $11,989-72.9% | $7,344-55.7% |