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 | $87,545 | $58,208+50.4% | $81,812+7.0% | $80,856+8.3% |
| Participation rate | 91.9% | 63.4%+28.5pp | 72.3%+19.5pp | 67.6%+24.3pp |
| Annual return | 13.96% | 41.66%-27.7pp | 773.79%-759.8pp | 35.59%-21.6pp |
| Employer contribution / active EE | $4,708 | $2,340+101.2% | $2,912+61.7% | $2,755+70.9% |
| Participant deferral / active EE | $10,389 | $3,281+216.7% | $4,319+140.6% | $4,296+141.9% |
| Admin fee / account holder | $10,118 | $4,981+103.1% | $7,386+37.0% | $6,918+46.3% |