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 | $113,731 | $109,881+3.5% | $150,045-24.2% | $84,808+34.1% |
| Participation rate | 87.9% | 76.1%+11.8pp | 82.3%+5.6pp | 68.3%+19.6pp |
| Annual return | 14.29% | 28.25%-14.0pp | 62.55%-48.3pp | 40.90%-26.6pp |
| Employer contribution / active EE | $2,615 | $3,561-26.6% | $4,693-44.3% | $2,631-0.6% |
| Participant deferral / active EE | $8,419 | $6,636+26.9% | $7,997+5.3% | $4,212+99.9% |
| Admin fee / account holder | $30,193 | $8,568+252.4% | $13,435+124.7% | $7,344+311.1% |