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 | $82,948 | $78,422+5.8% | $95,952-13.6% | $79,858+3.9% |
| Participation rate | 98.7% | 73.5%+25.2pp | 77.1%+21.6pp | 69.6%+29.1pp |
| Annual return | 16.62% | 19.37%-2.7pp | 91.61%-75.0pp | 31.71%-15.1pp |
| Employer contribution / active EE | $2,614 | $1,945+34.4% | $2,541+2.9% | $2,471+5.8% |
| Participant deferral / active EE | $6,334 | $3,440+84.1% | $4,167+52.0% | $3,740+69.4% |
| Admin fee / account holder | $4,448 | $5,622-20.9% | $6,795-34.5% | $5,306-16.2% |