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 6-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 | $101,911 | $93,571+8.9% | $135,903-25.0% | $75,163+35.6% |
| Participation rate | 91.2% | 75.2%+16.0pp | 81.9%+9.3pp | 67.2%+24.0pp |
| Annual return | 19.78% | 30.90%-11.1pp | 68.23%-48.5pp | 160.62%-140.8pp |
| Employer contribution / active EE | $2,308 | $3,537-34.7% | $4,856-52.5% | $2,670-13.5% |
| Participant deferral / active EE | $10,273 | $6,404+60.4% | $7,758+32.4% | $4,125+149.0% |
| Admin fee / account holder | $1,506 | $6,975-78.4% | $10,762-86.0% | $5,651-73.4% |