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 | $72,747 | $54,705+33.0% | $71,209+2.2% | $84,808-14.2% |
| Participation rate | 91.2% | 64.1%+27.1pp | 73.8%+17.4pp | 68.3%+22.9pp |
| Annual return | 25.85% | 35.90%-10.0pp | 282.51%-256.7pp | 40.90%-15.0pp |
| Employer contribution / active EE | $5,872 | $2,158+172.1% | $2,721+115.8% | $2,631+123.2% |
| Participant deferral / active EE | $9,566 | $3,030+215.7% | $4,175+129.1% | $4,212+127.1% |
| Admin fee / account holder | $4,960 | $4,863+2.0% | $5,349-7.3% | $7,344-32.5% |