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 | $70,239 | $76,552-8.2% | $123,892-43.3% | $62,891+11.7% |
| Participation rate | 92.7% | 73.0%+19.7pp | 81.4%+11.3pp | 69.3%+23.4pp |
| Annual return | 36.15% | 18.68%+17.5pp | 47.52%-11.4pp | 20.14%+16.0pp |
| Employer contribution / active EE | $6,360 | $2,883+120.6% | $4,617+37.8% | $2,281+178.9% |
| Participant deferral / active EE | $7,877 | $4,840+62.7% | $5,984+31.6% | $3,203+145.9% |
| Admin fee / account holder | $13,948 | $4,826+189.0% | $8,357+66.9% | $4,296+224.7% |