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 | $78,789 | $62,672+25.7% | $185,117-57.4% | $70,131+12.3% |
| Participation rate | 82.9% | 63.8%+19.1pp | 77.3%+5.6pp | 69.5%+13.3pp |
| Annual return | 19.81% | 40.79%-21.0pp | 40.50%-20.7pp | 73.14%-53.3pp |
| Employer contribution / active EE | $7,555 | $1,753+330.9% | $4,182+80.7% | $2,342+222.5% |
| Participant deferral / active EE | $8,780 | $3,272+168.4% | $5,045+74.0% | $3,332+163.5% |
| Admin fee / account holder | $1,067 | $3,932-72.9% | $8,159-86.9% | $4,645-77.0% |