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 | $94,031-0.2% | $115,768-18.9% | $82,448+13.8% |
| Participation rate | 93.1% | 70.4%+22.7pp | 74.4%+18.7pp | 68.1%+25.0pp |
| Annual return | 19.46% | 20.61%-1.1pp | 100.46%-81.0pp | 41.64%-22.2pp |
| Employer contribution / active EE | $8,750 | $2,323+276.6% | $2,940+197.7% | $2,551+243.0% |
| Participant deferral / active EE | $17,041 | $3,972+329.1% | $4,917+246.6% | $4,139+311.7% |
| Admin fee / account holder | $6,615 | $10,249-35.5% | $12,439-46.8% | $7,234-8.6% |