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 | $93,860 | $72,177+30.0% | $115,037-18.4% | $59,632+57.4% |
| Participation rate | 96.0% | 72.6%+23.4pp | 81.4%+14.6pp | 68.7%+27.3pp |
| Annual return | -0.28% | 12.02%-12.3pp | 26.14%-26.4pp | 2041.28%-2041.6pp |
| Employer contribution / active EE | $3,136 | $2,841+10.4% | $4,608-31.9% | $2,203+42.4% |
| Participant deferral / active EE | $7,314 | $4,783+52.9% | $6,026+21.4% | $3,192+129.2% |
| Admin fee / account holder | $3,812 | $4,927-22.6% | $8,175-53.4% | $4,297-11.3% |