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 | $88,903 | $72,277+23.0% | $101,248-12.2% | $79,858+11.3% |
| Participation rate | 98.9% | 68.5%+30.5pp | 75.8%+23.1pp | 69.6%+29.3pp |
| Annual return | 13.57% | 22.30%-8.7pp | 46.47%-32.9pp | 31.71%-18.1pp |
| Employer contribution / active EE | $4,637 | $2,692+72.3% | $3,660+26.7% | $2,471+87.7% |
| Participant deferral / active EE | $3,692 | $3,282+12.5% | $4,370-15.5% | $3,740-1.3% |
| Admin fee / account holder | $3,353 | $4,400-23.8% | $5,945-43.6% | $5,306-36.8% |