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 | $90,611 | $80,717+12.3% | $154,803-41.5% | $84,808+6.8% |
| Participation rate | 96.9% | 66.8%+30.1pp | 78.1%+18.8pp | 68.3%+28.6pp |
| Annual return | 15.87% | 37.96%-22.1pp | 58.88%-43.0pp | 40.90%-25.0pp |
| Employer contribution / active EE | $8,553 | $2,761+209.7% | $4,305+98.7% | $2,631+225.1% |
| Participant deferral / active EE | $8,644 | $3,303+161.7% | $5,540+56.0% | $4,212+105.2% |
| Admin fee / account holder | $2,371 | $6,746-64.9% | $14,329-83.5% | $7,344-67.7% |