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 | $62,949 | $87,841-28.3% | $133,980-53.0% | $62,891+0.1% |
| Participation rate | 94.3% | 83.4%+10.9pp | 87.1%+7.2pp | 69.3%+25.0pp |
| Annual return | 7.39% | 12.05%-4.7pp | 29.30%-21.9pp | 20.14%-12.8pp |
| Employer contribution / active EE | $6,568 | $3,483+88.6% | $5,211+26.0% | $2,281+188.0% |
| Participant deferral / active EE | $6,920 | $4,812+43.8% | $6,282+10.2% | $3,203+116.1% |
| Admin fee / account holder | $22,016 | $5,371+309.9% | $9,324+136.1% | $4,296+412.5% |