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 | $82,354 | $73,933+11.4% | $96,683-14.8% | $75,163+9.6% |
| Participation rate | 98.1% | 66.4%+31.7pp | 74.3%+23.8pp | 67.2%+30.9pp |
| Annual return | 15.99% | 26.70%-10.7pp | 35.69%-19.7pp | 160.62%-144.6pp |
| Employer contribution / active EE | $5,119 | $2,928+74.8% | $3,737+37.0% | $2,670+91.7% |
| Participant deferral / active EE | $5,789 | $3,659+58.2% | $4,878+18.7% | $4,125+40.3% |
| Admin fee / account holder | $3,693 | $5,216-29.2% | $6,730-45.1% | $5,651-34.6% |