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 | $87,985 | $54,705+60.8% | $71,209+23.6% | $84,808+3.7% |
| Participation rate | 86.5% | 64.1%+22.4pp | 73.8%+12.7pp | 68.3%+18.2pp |
| Annual return | 16.45% | 35.90%-19.5pp | 282.51%-266.1pp | 40.90%-24.5pp |
| Employer contribution / active EE | $2,987 | $2,158+38.4% | $2,721+9.8% | $2,631+13.5% |
| Participant deferral / active EE | $2,691 | $3,030-11.2% | $4,175-35.5% | $4,212-36.1% |
| Admin fee / account holder | $11,369 | $4,863+133.8% | $5,349+112.6% | $7,344+54.8% |