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 | $91,669 | $62,573+46.5% | $85,682+7.0% | $85,850+6.8% |
| Participation rate | 96.6% | 61.1%+35.5pp | 69.9%+26.7pp | 69.3%+27.3pp |
| Annual return | 23.75% | 23.77%0pp | 21.49%+2.3pp | 318.53%-294.8pp |
| Employer contribution / active EE | $3,136 | $1,757+78.5% | $2,618+19.8% | $2,565+22.2% |
| Participant deferral / active EE | $0 | $2,802-100.0% | $3,923-100.0% | $3,952-100.0% |
| Admin fee / account holder | $1,067 | $4,640-77.0% | $6,873-84.5% | $6,260-83.0% |