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 | $91,562 | $63,346+44.5% | $92,233-0.7% | $70,131+30.6% |
| Participation rate | 84.6% | 68.7%+15.9pp | 76.5%+8.1pp | 69.5%+15.1pp |
| Annual return | 16.17% | 530.12%-513.9pp | 176.28%-160.1pp | 73.14%-57.0pp |
| Employer contribution / active EE | $9,165 | $2,471+270.9% | $3,679+149.1% | $2,342+291.3% |
| Participant deferral / active EE | $3,358 | $2,854+17.7% | $3,897-13.8% | $3,332+0.8% |
| Admin fee / account holder | $8,279 | $3,840+115.6% | $5,194+59.4% | $4,645+78.2% |