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 | $95,329 | $94,625+0.7% | $116,228-18.0% | $84,808+12.4% |
| Participation rate | 92.9% | 70.4%+22.4pp | 74.6%+18.3pp | 68.3%+24.5pp |
| Annual return | 14.94% | 20.40%-5.5pp | 90.06%-75.1pp | 40.90%-26.0pp |
| Employer contribution / active EE | $3,045 | $2,347+29.8% | $2,994+1.7% | $2,631+15.7% |
| Participant deferral / active EE | $7,510 | $3,972+89.1% | $4,953+51.6% | $4,212+78.3% |
| Admin fee / account holder | $2,543 | $10,091-74.8% | $11,989-78.8% | $7,344-65.4% |