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 | $91,176 | $63,346+43.9% | $92,233-1.1% | $70,131+30.0% |
| Participation rate | 90.1% | 68.7%+21.5pp | 76.5%+13.7pp | 69.5%+20.6pp |
| Annual return | 18.11% | 530.12%-512.0pp | 176.28%-158.2pp | 73.14%-55.0pp |
| Employer contribution / active EE | $2,358 | $2,471-4.6% | $3,679-35.9% | $2,342+0.7% |
| Participant deferral / active EE | $4,289 | $2,854+50.3% | $3,897+10.1% | $3,332+28.7% |
| Admin fee / account holder | $12,105 | $3,840+215.2% | $5,194+133.1% | $4,645+160.6% |