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 | $95,646 | $94,625+1.1% | $116,228-17.7% | $84,808+12.8% |
| Participation rate | 81.0% | 70.4%+10.5pp | 74.6%+6.4pp | 68.3%+12.6pp |
| Annual return | 14.28% | 20.40%-6.1pp | 90.06%-75.8pp | 40.90%-26.6pp |
| Employer contribution / active EE | $2,969 | $2,347+26.5% | $2,994-0.9% | $2,631+12.8% |
| Participant deferral / active EE | $6,043 | $3,972+52.1% | $4,953+22.0% | $4,212+43.5% |
| Admin fee / account holder | $2,710 | $10,091-73.1% | $11,989-77.4% | $7,344-63.1% |