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 | $86,359 | $56,053+54.1% | $75,972+13.7% | $80,856+6.8% |
| Participation rate | 77.1% | 62.0%+15.1pp | 69.1%+8.1pp | 67.6%+9.5pp |
| Annual return | 13.36% | 20.53%-7.2pp | 359.55%-346.2pp | 35.59%-22.2pp |
| Employer contribution / active EE | $3,405 | $1,874+81.7% | $2,685+26.8% | $2,755+23.6% |
| Participant deferral / active EE | $1,219 | $3,052-60.0% | $4,255-71.3% | $4,296-71.6% |
| Admin fee / account holder | $4,171 | $5,234-20.3% | $6,467-35.5% | $6,918-39.7% |