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 | $82,483 | $53,053+55.5% | $126,539-34.8% | $74,304+11.0% |
| Participation rate | 77.0% | 48.0%+28.9pp | 69.8%+7.2pp | 60.3%+16.6pp |
| Annual return | 27.00% | 29.46%-2.5pp | 425.95%-398.9pp | 29.43%-2.4pp |
| Employer contribution / active EE | $3,204 | $1,168+174.4% | $3,674-12.8% | $2,241+42.9% |
| Participant deferral / active EE | $6,988 | $2,303+203.4% | $4,083+71.2% | $3,767+85.5% |
| Admin fee / account holder | $3,660 | $3,698-1.0% | $6,065-39.7% | $2,969+23.3% |