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 | $73,812 | $65,365+12.9% | $92,893-20.5% | $72,985+1.1% |
| Participation rate | 94.4% | 68.3%+26.1pp | 76.0%+18.4pp | 69.5%+25.0pp |
| Annual return | 23.98% | 42.10%-18.1pp | 109.41%-85.4pp | 81.00%-57.0pp |
| Employer contribution / active EE | $4,058 | $2,594+56.4% | $3,653+11.1% | $2,440+66.3% |
| Participant deferral / active EE | $8,753 | $3,128+179.8% | $4,236+106.6% | $3,607+142.7% |
| Admin fee / account holder | $6,489 | $4,251+52.6% | $5,794+12.0% | $5,124+26.6% |