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 | $87,892 | $65,365+34.5% | $92,893-5.4% | $72,985+20.4% |
| Participation rate | 97.5% | 68.3%+29.2pp | 76.0%+21.5pp | 69.5%+28.0pp |
| Annual return | 23.33% | 42.10%-18.8pp | 109.41%-86.1pp | 81.00%-57.7pp |
| Employer contribution / active EE | $8,697 | $2,594+235.3% | $3,653+138.1% | $2,440+256.5% |
| Participant deferral / active EE | $7,011 | $3,128+124.1% | $4,236+65.5% | $3,607+94.4% |
| Admin fee / account holder | $3,174 | $4,251-25.3% | $5,794-45.2% | $5,124-38.1% |