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 | $88,410 | $78,705+12.3% | $117,854-25.0% | $70,131+26.1% |
| Participation rate | 82.4% | 73.2%+9.2pp | 79.7%+2.7pp | 69.5%+12.8pp |
| Annual return | 20.78% | 23.30%-2.5pp | 335.08%-314.3pp | 73.14%-52.4pp |
| Employer contribution / active EE | $6,227 | $2,223+180.1% | $3,786+64.5% | $2,342+165.8% |
| Participant deferral / active EE | $5,467 | $3,297+65.8% | $4,482+22.0% | $3,332+64.1% |
| Admin fee / account holder | $10,750 | $5,065+112.2% | $8,020+34.0% | $4,645+131.4% |