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 | $92,428 | $68,346+35.2% | $94,646-2.3% | $75,163+23.0% |
| Participation rate | 87.7% | 76.1%+11.6pp | 80.8%+6.8pp | 67.2%+20.5pp |
| Annual return | 17.50% | 616.93%-599.4pp | 156.71%-139.2pp | 160.62%-143.1pp |
| Employer contribution / active EE | $3,489 | $2,701+29.2% | $3,672-5.0% | $2,670+30.7% |
| Participant deferral / active EE | $7,489 | $6,537+14.6% | $7,418+1.0% | $4,125+81.5% |
| Admin fee / account holder | $2,925 | $5,326-45.1% | $7,231-59.5% | $5,651-48.2% |