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 | $103,599 | $64,707+60.1% | $112,228-7.7% | $68,494+51.3% |
| Participation rate | 96.4% | 67.2%+29.3pp | 75.1%+21.4pp | 67.9%+28.5pp |
| Annual return | 13.37% | -11.40%+24.8pp | 27.45%-14.1pp | -7.84%+21.2pp |
| Employer contribution / active EE | $3,571 | $2,746+30.1% | $3,635-1.7% | $2,596+37.6% |
| Participant deferral / active EE | $2,575 | $3,565-27.8% | $4,728-45.5% | $4,027-36.1% |
| Admin fee / account holder | $8,926 | $5,232+70.6% | $6,410+39.2% | $5,403+65.2% |