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 | $105,900 | $109,413-3.2% | $156,263-32.2% | $84,808+24.9% |
| Participation rate | 91.2% | 72.7%+18.5pp | 78.9%+12.3pp | 68.3%+22.9pp |
| Annual return | 12.99% | 20.18%-7.2pp | 59.47%-46.5pp | 40.90%-27.9pp |
| Employer contribution / active EE | $5,227 | $2,907+79.8% | $4,333+20.6% | $2,631+98.7% |
| Participant deferral / active EE | $7,315 | $4,590+59.4% | $6,158+18.8% | $4,212+73.7% |
| Admin fee / account holder | $47,764 | $9,357+410.5% | $14,255+235.1% | $7,344+550.4% |