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 | $92,073 | $78,422+17.4% | $95,952-4.0% | $79,858+15.3% |
| Participation rate | 98.6% | 73.5%+25.1pp | 77.1%+21.5pp | 69.6%+29.0pp |
| Annual return | 13.91% | 19.37%-5.5pp | 91.61%-77.7pp | 31.71%-17.8pp |
| Employer contribution / active EE | $5,136 | $1,945+164.0% | $2,541+102.1% | $2,471+107.9% |
| Participant deferral / active EE | $5,048 | $3,440+46.7% | $4,167+21.1% | $3,740+35.0% |
| Admin fee / account holder | $8,526 | $5,622+51.7% | $6,795+25.5% | $5,306+60.7% |