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 | $86,675 | $54,705+58.4% | $71,209+21.7% | $84,808+2.2% |
| Participation rate | 96.1% | 64.1%+32.0pp | 73.8%+22.3pp | 68.3%+27.8pp |
| Annual return | 22.12% | 35.90%-13.8pp | 282.51%-260.4pp | 40.90%-18.8pp |
| Employer contribution / active EE | $2,257 | $2,158+4.6% | $2,721-17.1% | $2,631-14.2% |
| Participant deferral / active EE | $6,907 | $3,030+127.9% | $4,175+65.4% | $4,212+64.0% |
| Admin fee / account holder | $15,102 | $4,863+210.5% | $5,349+182.3% | $7,344+105.6% |