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 | $86,570 | $54,705+58.2% | $71,209+21.6% | $84,808+2.1% |
| Participation rate | 82.1% | 64.1%+18.1pp | 73.8%+8.4pp | 68.3%+13.8pp |
| Annual return | 15.47% | 35.90%-20.4pp | 282.51%-267.0pp | 40.90%-25.4pp |
| Employer contribution / active EE | $3,762 | $2,158+74.3% | $2,721+38.3% | $2,631+43.0% |
| Participant deferral / active EE | $7,323 | $3,030+141.6% | $4,175+75.4% | $4,212+73.9% |
| Admin fee / account holder | $3,705 | $4,863-23.8% | $5,349-30.7% | $7,344-49.6% |