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 | $99,435 | $85,766+15.9% | $136,294-27.0% | $70,131+41.8% |
| Participation rate | 97.3% | 74.2%+23.1pp | 81.9%+15.4pp | 69.5%+27.8pp |
| Annual return | 14.74% | 31.45%-16.7pp | 5155.94%-5141.2pp | 73.14%-58.4pp |
| Employer contribution / active EE | $7,683 | $2,966+159.0% | $4,695+63.6% | $2,342+228.0% |
| Participant deferral / active EE | $7,714 | $5,051+52.7% | $6,247+23.5% | $3,332+131.5% |
| Admin fee / account holder | $30,170 | $5,420+456.6% | $9,243+226.4% | $4,645+549.5% |