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 | $93,438 | $80,717+15.8% | $154,803-39.6% | $84,808+10.2% |
| Participation rate | 97.2% | 66.8%+30.4pp | 78.1%+19.1pp | 68.3%+28.9pp |
| Annual return | 15.14% | 37.96%-22.8pp | 58.88%-43.7pp | 40.90%-25.8pp |
| Employer contribution / active EE | $1,274 | $2,761-53.9% | $4,305-70.4% | $2,631-51.6% |
| Participant deferral / active EE | $4,223 | $3,303+27.9% | $5,540-23.8% | $4,212+0.3% |
| Admin fee / account holder | $5,033 | $6,746-25.4% | $14,329-64.9% | $7,344-31.5% |