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 9-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 | $96,480 | $95,803+0.7% | $113,168-14.7% | $84,808+13.8% |
| Participation rate | 90.1% | 72.9%+17.3pp | 76.6%+13.6pp | 68.3%+21.8pp |
| Annual return | 17.59% | 25.00%-7.4pp | 24.27%-6.7pp | 40.90%-23.3pp |
| Employer contribution / active EE | $4,442 | $2,360+88.2% | $2,975+49.3% | $2,631+68.8% |
| Participant deferral / active EE | $10,849 | $4,242+155.8% | $5,107+112.5% | $4,212+157.6% |
| Admin fee / account holder | $9,367 | $8,989+4.2% | $12,068-22.4% | $7,344+27.6% |