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 | $79,938 | $77,503+3.1% | $100,391-20.4% | $80,856-1.1% |
| Participation rate | 80.0% | 76.9%+3.1pp | 81.5%-1.5pp | 67.6%+12.4pp |
| Annual return | 13.65% | 37.20%-23.6pp | 49.20%-35.6pp | 35.59%-21.9pp |
| Employer contribution / active EE | $6,932 | $2,801+147.5% | $3,942+75.9% | $2,755+151.6% |
| Participant deferral / active EE | $21,420 | $6,820+214.1% | $8,082+165.0% | $4,296+398.6% |
| Admin fee / account holder | $8,723 | $5,897+47.9% | $7,899+10.4% | $6,918+26.1% |