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 | $93,459 | $78,705+18.7% | $117,854-20.7% | $70,131+33.3% |
| Participation rate | 88.7% | 73.2%+15.5pp | 79.7%+9.1pp | 69.5%+19.2pp |
| Annual return | 15.73% | 23.30%-7.6pp | 335.08%-319.3pp | 73.14%-57.4pp |
| Employer contribution / active EE | $767 | $2,223-65.5% | $3,786-79.7% | $2,342-67.2% |
| Participant deferral / active EE | $4,563 | $3,297+38.4% | $4,482+1.8% | $3,332+37.0% |
| Admin fee / account holder | $16,881 | $5,065+233.3% | $8,020+110.5% | $4,645+263.4% |