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 | $94,202 | $65,561+43.7% | $86,188+9.3% | $75,163+25.3% |
| Participation rate | 72.0% | 60.5%+11.5pp | 69.0%+3.0pp | 67.2%+4.8pp |
| Annual return | 21.01% | 46.05%-25.0pp | 1168.45%-1147.4pp | 160.62%-139.6pp |
| Employer contribution / active EE | $2,641 | $1,553+70.1% | $2,380+11.0% | $2,670-1.1% |
| Participant deferral / active EE | $2,773 | $3,024-8.3% | $3,985-30.4% | $4,125-32.8% |
| Admin fee / account holder | $1,077 | $5,474-80.3% | $6,852-84.3% | $5,651-80.9% |