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 | $55,966 | $94,625-40.9% | $116,228-51.8% | $84,808-34.0% |
| Participation rate | 93.9% | 70.4%+23.4pp | 74.6%+19.3pp | 68.3%+25.6pp |
| Annual return | 19.98% | 20.40%-0.4pp | 90.06%-70.1pp | 40.90%-20.9pp |
| Employer contribution / active EE | $3,731 | $2,347+59.0% | $2,994+24.6% | $2,631+41.8% |
| Participant deferral / active EE | $8,364 | $3,972+110.6% | $4,953+68.9% | $4,212+98.6% |
| Admin fee / account holder | $3,407 | $10,091-66.2% | $11,989-71.6% | $7,344-53.6% |