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 | $80,922 | $89,355-9.4% | $141,162-42.7% | $72,985+10.9% |
| Participation rate | 89.7% | 75.1%+14.5pp | 82.5%+7.2pp | 69.5%+20.2pp |
| Annual return | 20.76% | 111.85%-91.1pp | 71.39%-50.6pp | 81.00%-60.2pp |
| Employer contribution / active EE | $6,958 | $3,114+123.4% | $4,735+46.9% | $2,440+185.2% |
| Participant deferral / active EE | $7,036 | $5,418+29.9% | $6,709+4.9% | $3,607+95.1% |
| Admin fee / account holder | $51,586 | $5,958+765.8% | $10,261+402.7% | $5,124+906.7% |