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 | $81,093 | $70,669+14.8% | $169,368-52.1% | $75,163+7.9% |
| Participation rate | 93.8% | 64.8%+29.0pp | 77.1%+16.6pp | 67.2%+26.6pp |
| Annual return | 17.68% | 36.36%-18.7pp | 405.60%-387.9pp | 160.62%-142.9pp |
| Employer contribution / active EE | $2,684 | $2,211+21.4% | $4,013-33.1% | $2,670+0.5% |
| Participant deferral / active EE | $3,137 | $4,311-27.2% | $6,221-49.6% | $4,125-24.0% |
| Admin fee / account holder | $3,474 | $5,402-35.7% | $9,003-61.4% | $5,651-38.5% |