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 | $84,600 | $77,634+9.0% | $156,549-46.0% | $62,891+34.5% |
| Participation rate | 94.6% | 71.2%+23.4pp | 84.0%+10.6pp | 69.3%+25.3pp |
| Annual return | 6.55% | 50.32%-43.8pp | 32.23%-25.7pp | 20.14%-13.6pp |
| Employer contribution / active EE | $7,913 | $3,444+129.8% | $5,501+43.8% | $2,281+246.9% |
| Participant deferral / active EE | $4,296 | $3,045+41.1% | $4,871-11.8% | $3,203+34.1% |
| Admin fee / account holder | $789 | $5,561-85.8% | $13,027-93.9% | $4,296-81.6% |