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 | $80,157 | $65,365+22.6% | $92,893-13.7% | $72,985+9.8% |
| Participation rate | 98.5% | 68.3%+30.2pp | 76.0%+22.5pp | 69.5%+29.0pp |
| Annual return | 22.05% | 42.10%-20.1pp | 109.41%-87.4pp | 81.00%-59.0pp |
| Employer contribution / active EE | $7,899 | $2,594+204.5% | $3,653+116.2% | $2,440+223.7% |
| Participant deferral / active EE | $4,355 | $3,128+39.2% | $4,236+2.8% | $3,607+20.7% |
| Admin fee / account holder | $4,978 | $4,251+17.1% | $5,794-14.1% | $5,124-2.8% |