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 | $97,270 | $52,279+86.1% | $89,391+8.8% | $79,858+21.8% |
| Participation rate | 94.2% | 57.5%+36.7pp | 68.0%+26.3pp | 69.6%+24.6pp |
| Annual return | 13.17% | 22.16%-9.0pp | 245.62%-232.4pp | 31.71%-18.5pp |
| Employer contribution / active EE | $2,658 | $1,572+69.1% | $2,586+2.8% | $2,471+7.6% |
| Participant deferral / active EE | $5,027 | $2,740+83.5% | $3,890+29.2% | $3,740+34.4% |
| Admin fee / account holder | $1,062 | $3,356-68.4% | $4,881-78.3% | $5,306-80.0% |