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 | $95,328 | $94,625+0.7% | $116,228-18.0% | $84,808+12.4% |
| Participation rate | 91.0% | 70.4%+20.6pp | 74.6%+16.5pp | 68.3%+22.7pp |
| Annual return | 15.31% | 20.40%-5.1pp | 90.06%-74.8pp | 40.90%-25.6pp |
| Employer contribution / active EE | $4,673 | $2,347+99.2% | $2,994+56.1% | $2,631+77.6% |
| Participant deferral / active EE | $7,077 | $3,972+78.2% | $4,953+42.9% | $4,212+68.0% |
| Admin fee / account holder | $16,693 | $10,091+65.4% | $11,989+39.2% | $7,344+127.3% |