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 | $90,907 | $64,839+40.2% | $95,585-4.9% | $84,808+7.2% |
| Participation rate | 76.3% | 63.8%+12.5pp | 72.1%+4.2pp | 68.3%+8.0pp |
| Annual return | 16.21% | -670.96%+687.2pp | 38.56%-22.4pp | 40.90%-24.7pp |
| Employer contribution / active EE | $2,639 | $1,759+50.1% | $2,527+4.5% | $2,631+0.3% |
| Participant deferral / active EE | $4,406 | $2,965+48.6% | $4,023+9.5% | $4,212+4.6% |
| Admin fee / account holder | $4,386 | $5,964-26.5% | $6,127-28.4% | $7,344-40.3% |