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 | $92,625 | $57,281+61.7% | $86,612+6.9% | $75,163+23.2% |
| Participation rate | 84.3% | 63.2%+21.1pp | 71.7%+12.6pp | 67.2%+17.1pp |
| Annual return | 15.90% | 2670.75%-2654.8pp | 591.07%-575.2pp | 160.62%-144.7pp |
| Employer contribution / active EE | $2,451 | $2,314+5.9% | $3,022-18.9% | $2,670-8.2% |
| Participant deferral / active EE | $5,593 | $3,318+68.6% | $4,438+26.0% | $4,125+35.6% |
| Admin fee / account holder | $3,041 | $4,112-26.0% | $5,614-45.8% | $5,651-46.2% |