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 | $65,010 | $52,903+22.9% | $73,307-11.3% | $59,632+9.0% |
| Participation rate | 86.0% | 68.2%+17.7pp | 74.9%+11.0pp | 68.7%+17.3pp |
| Annual return | 5.64% | 12.20%-6.6pp | 5.67%0pp | 2041.28%-2035.6pp |
| Employer contribution / active EE | $3,556 | $1,909+86.3% | $3,237+9.8% | $2,203+61.4% |
| Participant deferral / active EE | $11,541 | $4,069+183.6% | $4,991+131.2% | $3,192+261.6% |
| Admin fee / account holder | $14,798 | $3,834+286.0% | $5,637+162.5% | $4,297+244.4% |