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 | $82,762 | $57,354+44.3% | $83,848-1.3% | $64,186+28.9% |
| Participation rate | 86.7% | 68.6%+18.1pp | 76.1%+10.5pp | 69.6%+17.1pp |
| Annual return | 12.48% | 11.38%+1.1pp | 850.88%-838.4pp | 7.63%+4.8pp |
| Employer contribution / active EE | $2,496 | $2,545-1.9% | $3,631-31.3% | $2,381+4.8% |
| Participant deferral / active EE | $4,802 | $2,993+60.4% | $4,082+17.6% | $3,470+38.4% |
| Admin fee / account holder | $8,331 | $4,046+105.9% | $5,478+52.1% | $4,888+70.4% |