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 4-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 | $105,085 | $132,634-20.8% | $115,768-9.2% | $137,256-23.4% |
| Participation rate | 89.5% | 77.9%+11.6pp | 74.4%+15.1pp | 80.0%+9.5pp |
| Annual return | 21.30% | 160.70%-139.4pp | 100.46%-79.2pp | 220.34%-199.0pp |
| Employer contribution / active EE | $14,241 | $3,360+323.9% | $2,940+384.4% | $4,156+242.7% |
| Participant deferral / active EE | $17,258 | $5,619+207.2% | $4,917+251.0% | $6,407+169.4% |
| Admin fee / account holder | $9,987 | $15,028-33.5% | $12,439-19.7% | $12,270-18.6% |