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 | $83,771 | $52,580+59.3% | $71,671+16.9% | $70,131+19.5% |
| Participation rate | 98.5% | 60.9%+37.6pp | 68.7%+29.7pp | 69.5%+28.9pp |
| Annual return | 67.75% | 20.25%+47.5pp | 20.65%+47.1pp | 73.14%-5.4pp |
| Employer contribution / active EE | $0 | $1,616-100.0% | $2,460-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $12,009 | $2,386+403.3% | $3,438+249.3% | $3,332+260.4% |
| Admin fee / account holder | $2,926 | $3,653-19.9% | $5,558-47.4% | $4,645-37.0% |