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 | $89,845 | $78,422+14.6% | $95,952-6.4% | $79,858+12.5% |
| Participation rate | 85.6% | 73.5%+12.1pp | 77.1%+8.5pp | 69.6%+15.9pp |
| Annual return | 17.25% | 19.37%-2.1pp | 91.61%-74.4pp | 31.71%-14.5pp |
| Employer contribution / active EE | $3,793 | $1,945+95.0% | $2,541+49.3% | $2,471+53.5% |
| Participant deferral / active EE | $3,495 | $3,440+1.6% | $4,167-16.1% | $3,740-6.6% |
| Admin fee / account holder | $8,217 | $5,622+46.2% | $6,795+20.9% | $5,306+54.9% |