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 | $84,257 | $73,933+14.0% | $96,683-12.9% | $75,163+12.1% |
| Participation rate | 88.1% | 66.4%+21.7pp | 74.3%+13.8pp | 67.2%+20.9pp |
| Annual return | 18.60% | 26.70%-8.1pp | 35.69%-17.1pp | 160.62%-142.0pp |
| Employer contribution / active EE | $7,510 | $2,928+156.5% | $3,737+101.0% | $2,670+181.3% |
| Participant deferral / active EE | $7,039 | $3,659+92.4% | $4,878+44.3% | $4,125+70.6% |
| Admin fee / account holder | $4,855 | $5,216-6.9% | $6,730-27.9% | $5,651-14.1% |