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 | $77,791 | $65,041+19.6% | $90,951-14.5% | $79,858-2.6% |
| Participation rate | 98.2% | 61.6%+36.6pp | 69.0%+29.2pp | 69.6%+28.5pp |
| Annual return | 15.75% | 30.45%-14.7pp | 134.60%-118.8pp | 31.71%-16.0pp |
| Employer contribution / active EE | $1,622 | $1,247+30.1% | $2,122-23.6% | $2,471-34.3% |
| Participant deferral / active EE | $3,443 | $2,512+37.1% | $3,373+2.1% | $3,740-7.9% |
| Admin fee / account holder | $7,594 | $4,536+67.4% | $5,959+27.5% | $5,306+43.1% |