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 | $106,123 | $80,717+31.5% | $154,803-31.4% | $84,808+25.1% |
| Participation rate | 93.8% | 66.8%+26.9pp | 78.1%+15.7pp | 68.3%+25.4pp |
| Annual return | 16.22% | 37.96%-21.7pp | 58.88%-42.7pp | 40.90%-24.7pp |
| Employer contribution / active EE | $7,598 | $2,761+175.2% | $4,305+76.5% | $2,631+188.8% |
| Participant deferral / active EE | $5,550 | $3,303+68.0% | $5,540+0.2% | $4,212+31.8% |
| Admin fee / account holder | $4,862 | $6,746-27.9% | $14,329-66.1% | $7,344-33.8% |