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 | $86,944 | $63,861+36.1% | $104,607-16.9% | $79,858+8.9% |
| Participation rate | 87.9% | 64.9%+23.0pp | 74.1%+13.8pp | 69.6%+18.2pp |
| Annual return | 17.35% | 21.30%-3.9pp | 340.46%-323.1pp | 31.71%-14.4pp |
| Employer contribution / active EE | $2,655 | $1,588+67.2% | $2,681-0.9% | $2,471+7.5% |
| Participant deferral / active EE | $8,760 | $2,693+225.2% | $3,740+134.2% | $3,740+134.2% |
| Admin fee / account holder | $30,196 | $4,185+621.5% | $6,473+366.5% | $5,306+469.1% |