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 | $81,927 | $60,349+35.8% | $74,183+10.4% | $62,891+30.3% |
| Participation rate | 94.7% | 72.7%+22.0pp | 76.6%+18.1pp | 69.3%+25.4pp |
| Annual return | 7.97% | 21.37%-13.4pp | 17.74%-9.8pp | 20.14%-12.2pp |
| Employer contribution / active EE | $3,195 | $1,680+90.2% | $2,370+34.8% | $2,281+40.1% |
| Participant deferral / active EE | $6,589 | $2,856+130.7% | $3,550+85.6% | $3,203+105.7% |
| Admin fee / account holder | $10,845 | $4,261+154.5% | $5,586+94.1% | $4,296+152.5% |