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 | $81,157 | $65,561+23.8% | $86,188-5.8% | $75,163+8.0% |
| Participation rate | 93.9% | 60.5%+33.5pp | 69.0%+25.0pp | 67.2%+26.7pp |
| Annual return | 15.60% | 46.05%-30.5pp | 1168.45%-1152.8pp | 160.62%-145.0pp |
| Employer contribution / active EE | $1,844 | $1,553+18.7% | $2,380-22.5% | $2,670-30.9% |
| Participant deferral / active EE | $6,825 | $3,024+125.7% | $3,985+71.3% | $4,125+65.5% |
| Admin fee / account holder | $2,774 | $5,474-49.3% | $6,852-59.5% | $5,651-50.9% |