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 | $105,200 | $62,127+69.3% | $81,382+29.3% | $74,495+41.2% |
| Participation rate | 72.3% | 64.0%+8.3pp | 69.5%+2.8pp | 67.2%+5.1pp |
| Annual return | 13.83% | 16.48%-2.7pp | 24.73%-10.9pp | 1364.94%-1351.1pp |
| Employer contribution / active EE | $1,865 | $1,882-0.9% | $2,463-24.3% | $2,623-28.9% |
| Participant deferral / active EE | $2,992 | $3,229-7.3% | $3,883-22.9% | $4,346-31.2% |
| Admin fee / account holder | $6,507 | $1,934+236.4% | $5,768+12.8% | $1,942+235.1% |