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 6-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 | $93,849 | $94,625-0.8% | $116,228-19.3% | $84,808+10.7% |
| Participation rate | 93.1% | 70.4%+22.7pp | 74.6%+18.6pp | 68.3%+24.8pp |
| Annual return | 19.46% | 20.40%-0.9pp | 90.06%-70.6pp | 40.90%-21.4pp |
| Employer contribution / active EE | $8,750 | $2,347+272.9% | $2,994+192.2% | $2,631+232.6% |
| Participant deferral / active EE | $17,041 | $3,972+329.0% | $4,953+244.0% | $4,212+304.6% |
| Admin fee / account holder | $6,615 | $10,091-34.4% | $11,989-44.8% | $7,344-9.9% |