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 | $85,981 | $68,719+25.1% | $91,541-6.1% | $84,808+1.4% |
| Participation rate | 97.3% | 64.5%+32.8pp | 69.8%+27.6pp | 68.3%+29.0pp |
| Annual return | 18.61% | 19.12%-0.5pp | 20.50%-1.9pp | 40.90%-22.3pp |
| Employer contribution / active EE | $7,664 | $1,920+299.2% | $2,505+206.0% | $2,631+191.3% |
| Participant deferral / active EE | $6,519 | $3,136+107.9% | $4,008+62.7% | $4,212+54.8% |
| Admin fee / account holder | $2,790 | $5,786-51.8% | $6,956-59.9% | $7,344-62.0% |