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 | $87,053 | $77,813+11.9% | $123,544-29.5% | $64,186+35.6% |
| Participation rate | 98.7% | 74.7%+24.0pp | 82.3%+16.4pp | 69.6%+29.1pp |
| Annual return | 18.02% | 12.48%+5.5pp | 119.20%-101.2pp | 7.63%+10.4pp |
| Employer contribution / active EE | $12,806 | $3,014+324.9% | $4,628+176.7% | $2,381+437.9% |
| Participant deferral / active EE | $0 | $5,240-100.0% | $6,426-100.0% | $3,470-100.0% |
| Admin fee / account holder | $7,876 | $5,519+42.7% | $9,284-15.2% | $4,888+61.1% |