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 | $69,364 | $48,277+43.7% | $67,511+2.7% | $80,874-14.2% |
| Participation rate | 98.0% | 66.4%+31.6pp | 72.9%+25.1pp | 67.6%+30.3pp |
| Annual return | 24.17% | 18.27%+5.9pp | 3517.41%-3493.2pp | 35.62%-11.5pp |
| Employer contribution / active EE | $6,066 | $2,021+200.1% | $2,733+122.0% | $2,756+120.1% |
| Participant deferral / active EE | $8,004 | $2,926+173.6% | $4,000+100.1% | $4,297+86.3% |
| Admin fee / account holder | $2,450 | $3,687-33.6% | $3,999-38.7% | $6,935-64.7% |