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 | $80,115 | $76,367+4.9% | $93,606-14.4% | $72,985+9.8% |
| Participation rate | 81.1% | 71.7%+9.3pp | 75.8%+5.3pp | 69.5%+11.6pp |
| Annual return | 44.87% | 25.82%+19.1pp | 32.76%+12.1pp | 81.00%-36.1pp |
| Employer contribution / active EE | $3,829 | $2,275+68.3% | $2,718+40.9% | $2,440+56.9% |
| Participant deferral / active EE | $8,959 | $3,538+153.2% | $4,069+120.2% | $3,607+148.3% |
| Admin fee / account holder | $3,661 | $6,838-46.5% | $7,888-53.6% | $5,124-28.6% |