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 | $78,868 | $73,638+7.1% | $95,952-17.8% | $73,488+7.3% |
| Participation rate | 97.4% | 76.2%+21.3pp | 77.1%+20.3pp | 70.7%+26.7pp |
| Annual return | 20.71% | 16.78%+3.9pp | 91.61%-70.9pp | 28.51%-7.8pp |
| Employer contribution / active EE | $3,031 | $1,863+62.7% | $2,541+19.3% | $2,270+33.5% |
| Participant deferral / active EE | $7,462 | $3,617+106.3% | $4,167+79.1% | $3,740+99.6% |
| Admin fee / account holder | $3,691 | $482+665.6% | $6,795-45.7% | $513+619.3% |