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 | $84,981 | $78,705+8.0% | $117,854-27.9% | $70,131+21.2% |
| Participation rate | 91.3% | 73.2%+18.1pp | 79.7%+11.6pp | 69.5%+21.8pp |
| Annual return | 17.82% | 23.30%-5.5pp | 335.08%-317.3pp | 73.14%-55.3pp |
| Employer contribution / active EE | $2,733 | $2,223+22.9% | $3,786-27.8% | $2,342+16.7% |
| Participant deferral / active EE | $7,939 | $3,297+140.8% | $4,482+77.1% | $3,332+138.3% |
| Admin fee / account holder | $4,723 | $5,065-6.8% | $8,020-41.1% | $4,645+1.7% |