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 | $88,988 | $78,422+13.5% | $95,952-7.3% | $79,858+11.4% |
| Participation rate | 86.0% | 73.5%+12.6pp | 77.1%+9.0pp | 69.6%+16.4pp |
| Annual return | 17.32% | 19.37%-2.1pp | 91.61%-74.3pp | 31.71%-14.4pp |
| Employer contribution / active EE | $2,623 | $1,945+34.9% | $2,541+3.2% | $2,471+6.2% |
| Participant deferral / active EE | $5,674 | $3,440+65.0% | $4,167+36.2% | $3,740+51.7% |
| Admin fee / account holder | $11,276 | $5,622+100.6% | $6,795+65.9% | $5,306+112.5% |