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 | $90,028 | $64,839+38.8% | $95,585-5.8% | $84,808+6.2% |
| Participation rate | 72.7% | 63.8%+8.9pp | 72.1%+0.7pp | 68.3%+4.4pp |
| Annual return | 15.54% | -670.96%+686.5pp | 38.56%-23.0pp | 40.90%-25.4pp |
| Employer contribution / active EE | $2,488 | $1,759+41.4% | $2,527-1.5% | $2,631-5.4% |
| Participant deferral / active EE | $4,901 | $2,965+65.3% | $4,023+21.8% | $4,212+16.4% |
| Admin fee / account holder | $2,196 | $5,964-63.2% | $6,127-64.2% | $7,344-70.1% |