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 | $90,722 | $63,346+43.2% | $92,233-1.6% | $70,131+29.4% |
| Participation rate | 92.5% | 68.7%+23.8pp | 76.5%+16.0pp | 69.5%+22.9pp |
| Annual return | 16.72% | 530.12%-513.4pp | 176.28%-159.6pp | 73.14%-56.4pp |
| Employer contribution / active EE | $3,297 | $2,471+33.4% | $3,679-10.4% | $2,342+40.7% |
| Participant deferral / active EE | $3,926 | $2,854+37.6% | $3,897+0.7% | $3,332+17.8% |
| Admin fee / account holder | $1,405 | $3,840-63.4% | $5,194-72.9% | $4,645-69.7% |