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 | $85,882 | $76,367+12.5% | $93,606-8.3% | $72,985+17.7% |
| Participation rate | 94.6% | 71.7%+22.9pp | 75.8%+18.8pp | 69.5%+25.1pp |
| Annual return | 19.75% | 25.82%-6.1pp | 32.76%-13.0pp | 81.00%-61.2pp |
| Employer contribution / active EE | $2,918 | $2,275+28.3% | $2,718+7.4% | $2,440+19.6% |
| Participant deferral / active EE | $5,228 | $3,538+47.8% | $4,069+28.5% | $3,607+44.9% |
| Admin fee / account holder | $20,661 | $6,838+202.1% | $7,888+161.9% | $5,124+303.2% |