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 | $83,074 | $81,248+2.2% | $155,509-46.6% | $80,856+2.7% |
| Participation rate | 96.4% | 66.2%+30.2pp | 78.2%+18.2pp | 67.6%+28.8pp |
| Annual return | 11.31% | 33.31%-22.0pp | 64.67%-53.4pp | 35.59%-24.3pp |
| Employer contribution / active EE | $5,886 | $3,100+89.9% | $4,672+26.0% | $2,755+113.7% |
| Participant deferral / active EE | $7,125 | $3,452+106.4% | $5,626+26.6% | $4,296+65.9% |
| Admin fee / account holder | $24,625 | $7,997+207.9% | $15,912+54.8% | $6,918+256.0% |